|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$13.5M
|
+$1.16M
|
+85,571
|
+8%
|
|
|
2
|
ProVise Management Group
Clearwater,
Florida
|
$3.44M
|
+$117K
|
+8,625
|
+3%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$2.92M
|
+$3.51M
|
+258,886
|
New
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$2.18M
|
+$291K
|
+21,450
|
+12%
|
|
|
5
|
|
$2.03M
|
+$513K
|
+37,819
|
+27%
|
|
|
6
|
|
$1.95M
|
-$1.68M
|
-123,547
|
-42%
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.77M
|
-$614K
|
-45,256
|
-22%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$1.18M
|
+$332K
|
+24,499
|
+31%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$827K
|
-$915K
|
-67,448
|
-48%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$715K
|
+$571K
|
+42,077
|
+196%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$690K
|
-$130K
|
-9,599
|
-14%
|
|
|
12
|
|
$647K
|
–
|
–
|
–
|
|
|
13
|
Wolverine Asset Management
Chicago,
Illinois
|
$587K
|
+$706K
|
+52,088
|
New
|
|
|
14
|
Oppenheimer & Co
New York
|
$483K
|
+$341K
|
+25,134
|
+142%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$481K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$400K
|
-$296K
|
-21,797
|
-38%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$397K
|
+$479K
|
+35,287
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$338K
|
+$165K
|
+12,138
|
+68%
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
$322K
|
+$251K
|
+18,521
|
+185%
|
|
|
20
|
M Holdings Securities
Portland,
Oregon
|
$263K
|
+$316K
|
+23,294
|
New
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
22
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$187K
|
-$22.4K
|
-1,650
|
-9%
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$173K
|
-$135K
|
-9,925
|
-39%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$164K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$143K
|
-$1.22M
|
-90,107
|
-88%
|
|
