|
1
|
Karpus Investment Management
Pittsford,
New York
|
$70.3M
|
+$2.46M
|
+302,388
|
+4%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.98M
|
+$29.3K
|
+3,605
|
+0.7%
|
|
|
3
|
Atlas Wealth
Cincinnati,
Ohio
|
$3.74M
|
+$3.74M
|
+460,160
|
New
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$2M
|
+$85.8K
|
+10,565
|
+4%
|
|
|
5
|
RHS Financial
San Francisco,
California
|
$1.88M
|
+$246K
|
+30,292
|
+15%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$1.43M
|
+$96.6K
|
+11,893
|
+7%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.34M
|
-$66K
|
-8,121
|
-5%
|
|
|
8
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.28M
|
-$1.67M
|
-205,233
|
-57%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.18M
|
-$811K
|
-99,886
|
-41%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.08M
|
+$1.08M
|
+133,147
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$918K
|
+$9.29K
|
+1,144
|
+1%
|
|
|
12
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$843K
|
–
|
–
|
–
|
|
|
13
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$840K
|
-$3.69K
|
-454
|
-0.4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$800K
|
+$22.8K
|
+2,807
|
+3%
|
|
|
15
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$787K
|
-$14.1K
|
-1,738
|
-2%
|
|
|
16
|
|
$746K
|
-$1.29K
|
-159
|
-0.2%
|
|
|
17
|
PFG Investments
Woodbury,
New York
|
$596K
|
+$595K
|
+73,300
|
New
|
|
|
18
|
Aviance Capital Partners
Naples,
Florida
|
$579K
|
+$20K
|
+2,464
|
+4%
|
|
|
19
|
Rock Point Advisors
Burlington,
Vermont
|
$525K
|
–
|
–
|
–
|
|
|
20
|
Almitas Capital
Santa Monica,
California
|
$461K
|
–
|
–
|
–
|
|
|
21
|
Matisse Capital
Portland,
Oregon
|
$433K
|
–
|
–
|
–
|
|
|
22
|
LPL Financial
San Diego,
California
|
$362K
|
+$90.5K
|
+11,139
|
+33%
|
|
|
23
|
Grace & White Inc
Ny,
New York
|
$334K
|
–
|
–
|
–
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$314K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$305K
|
-$49.8K
|
-6,128
|
-14%
|
|
