|
1
|
|
$9.32M
|
-$957K
|
-75,907
|
-9%
|
|
|
2
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.29M
|
+$504K
|
+40,000
|
+28%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.96M
|
+$985K
|
+78,143
|
+100%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$1.77M
|
+$1.19M
|
+94,293
|
+201%
|
|
|
5
|
|
$1.64M
|
-$580K
|
-46,033
|
-26%
|
|
|
6
|
NWAM LLC
Mercer Island,
Washington
|
$1.54M
|
+$1.36M
|
+107,905
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.47M
|
-$815K
|
-64,635
|
-36%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.46M
|
+$1.47M
|
+116,594
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.27M
|
-$90K
|
-7,140
|
-7%
|
|
|
10
|
|
$1.03M
|
+$1.04M
|
+82,346
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$928K
|
+$65.6K
|
+5,200
|
+8%
|
|
|
12
|
Argentus Capital Management
Dallas,
Texas
|
$851K
|
-$62K
|
-4,920
|
-7%
|
|
|
13
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$663K
|
-$5.29M
|
-419,427
|
-89%
|
|
|
14
|
Tradewinds Capital Management
Bellingham,
Washington
|
$601K
|
+$604K
|
+47,944
|
New
|
|
|
15
|
Segment Wealth Management
Houston,
Texas
|
$513K
|
+$63K
|
+5,000
|
+14%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$406K
|
-$43.6K
|
-3,455
|
-10%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$348K
|
-$124K
|
-9,862
|
-26%
|
|
|
18
|
Hollencrest Capital Management
Newport Beach,
California
|
$282K
|
+$283K
|
+22,480
|
New
|
|
|
19
|
West Family Investments
Carlsbad,
California
|
$281K
|
+$283K
|
+22,450
|
New
|
|
|
20
|
SG Americas Securities
New York
|
$263K
|
+$265K
|
+21,014
|
New
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$257K
|
+$259K
|
+20,560
|
New
|
|
|
22
|
|
$256K
|
+$145K
|
+11,472
|
+128%
|
|
|
23
|
VanEck Associates
New York
|
$229K
|
-$35.7K
|
-2,831
|
-13%
|
|
|
24
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$202K
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$195K
|
+$129K
|
+10,242
|
+193%
|
|
