|
1
|
Saba Capital Management
New York
|
$9M
|
+$1.79M
|
+122,882
|
+23%
|
|
|
2
|
|
$7.75M
|
+$730K
|
+50,037
|
+10%
|
|
|
3
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$7.37M
|
+$40K
|
+2,739
|
+0.5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.41M
|
-$44K
|
-3,013
|
-1%
|
|
|
5
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$2.92M
|
-$1.51M
|
-103,768
|
-33%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.67M
|
-$7.03M
|
-481,921
|
-71%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.99M
|
+$2.11M
|
+144,635
|
New
|
|
|
8
|
Advisors Asset Management
Monument,
Colorado
|
$1.6M
|
+$1.69M
|
+115,695
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.45M
|
-$70.7K
|
-4,848
|
-4%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.24M
|
+$26.3K
|
+1,800
|
+2%
|
|
|
11
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.22M
|
+$120K
|
+8,197
|
+10%
|
|
|
12
|
Aristides Capital
Louisville,
Kentucky
|
$952K
|
–
|
–
|
–
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$917K
|
-$3.65K
|
-250
|
-0.4%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$779K
|
+$822K
|
+56,355
|
New
|
|
|
15
|
Wealth Alliance
Mellville,
New York
|
$615K
|
–
|
–
|
–
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$612K
|
-$124K
|
-8,511
|
-16%
|
|
|
17
|
Oppenheimer & Co
New York
|
$597K
|
+$22.2K
|
+1,522
|
+4%
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$589K
|
+$39K
|
+2,675
|
+7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$540K
|
-$14.6K
|
-1,000
|
-2%
|
|
|
20
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$307K
|
–
|
–
|
–
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$294K
|
+$21.9K
|
+1,501
|
+8%
|
|
|
22
|
Hilltop Holdings
Dallas,
Texas
|
$279K
|
-$10.9K
|
-750
|
-4%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
24
|
Raymond James Trust
St. Petersburg,
Florida
|
$229K
|
+$242K
|
+16,588
|
New
|
|
|
25
|
Matisse Capital
Portland,
Oregon
|
$220K
|
+$232K
|
+15,876
|
New
|
|
