|
1
|
|
$8.18M
|
+$464K
|
+42,408
|
+6%
|
|
|
2
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$6.26M
|
+$6.41M
|
+586,466
|
New
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.55M
|
-$199K
|
-18,200
|
-3%
|
|
|
4
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$2.94M
|
–
|
–
|
–
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$2.18M
|
+$2.23M
|
+204,382
|
New
|
|
|
6
|
Mariner Investment Group
Harrison,
New York
|
$1.98M
|
+$187K
|
+17,080
|
+10%
|
|
|
7
|
Almitas Capital
Santa Monica,
California
|
$1.36M
|
-$382K
|
-34,944
|
-22%
|
|
|
8
|
|
$1.24M
|
–
|
–
|
–
|
|
|
9
|
Geode Capital Management
Boston,
Massachusetts
|
$1.14M
|
+$271K
|
+24,748
|
+30%
|
|
|
10
|
|
$643K
|
+$15.4K
|
+1,408
|
+2%
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$634K
|
+$96K
|
+8,780
|
+17%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$600K
|
+$14.7K
|
+1,341
|
+2%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$339K
|
+$208K
|
+19,030
|
+150%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$229K
|
-$689
|
-63
|
-0.3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$208K
|
-$2.62M
|
-239,272
|
-92%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$169K
|
+$173K
|
+15,827
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$110K
|
+$101K
|
+9,247
|
+925%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$102K
|
+$10K
|
+919
|
+11%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$84K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
+$4.82K
|
+441
|
+8%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$33K
|
-$2.51K
|
-230
|
-7%
|
|
|
22
|
|
$23K
|
-$374K
|
-34,202
|
-94%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
24
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
25
|
TFC Financial Management
Boston,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
