|
1
|
Karpus Investment Management
Pittsford,
New York
|
$12.1M
|
-$873K
|
-51,479
|
-7%
|
|
|
2
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.4M
|
-$23.9K
|
-1,410
|
-0.6%
|
|
|
3
|
Matisse Capital
Portland,
Oregon
|
$2.32M
|
-$1.03M
|
-60,819
|
-31%
|
|
|
4
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.15M
|
+$1.81M
|
+106,946
|
+887%
|
|
|
5
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2.07M
|
-$131K
|
-7,726
|
-6%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$616K
|
+$79.2K
|
+4,669
|
+15%
|
|
|
7
|
SeaCrest Wealth Management
Purchase,
New York
|
$288K
|
+$98.7K
|
+5,815
|
+55%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$286K
|
+$6.43K
|
+379
|
+2%
|
|
|
9
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$242K
|
+$38.1K
|
+2,244
|
+19%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$222K
|
-$43.7K
|
-2,578
|
-17%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$196K
|
-$24.6K
|
-1,448
|
-12%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$134K
|
+$130K
|
+7,662
|
New
|
|
|
13
|
FNY Investment Advisers
New York
|
$94K
|
+$71.3K
|
+4,201
|
+348%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$76K
|
+$59.8K
|
+3,522
|
+449%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$64K
|
+$62.5K
|
+3,682
|
New
|
|
|
16
|
|
$61K
|
+$59K
|
+3,476
|
New
|
|
|
17
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$2K
|
-152
|
Closed
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$2.47K
|
-152
|
Closed
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$17
|
+1
|
New
|
|
