|
1
|
Freestone Capital Holdings
Seattle,
Washington
|
$3.27M
|
-$1.22M
|
-201,000
|
-27%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$3M
|
-$467K
|
-77,204
|
-13%
|
|
|
3
|
|
$2.93M
|
-$1.94M
|
-320,870
|
-40%
|
|
|
4
|
America First Investment Advisors
Omaha,
Nebraska
|
$2.21M
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.99M
|
+$139K
|
+22,908
|
+7%
|
|
|
6
|
Bluefin Capital Management
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
7
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.14M
|
+$136K
|
+22,493
|
+14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.04M
|
+$242
|
+40
|
+0%
|
|
|
9
|
Aveo Capital Partners
Englewood,
Colorado
|
$984K
|
+$90.2K
|
+14,909
|
+10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$856K
|
-$76.4K
|
-12,639
|
-8%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$794K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$777K
|
+$115K
|
+18,961
|
+17%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$691K
|
-$30.9K
|
-5,100
|
-4%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$653K
|
+$2.71K
|
+448
|
+0.4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$646K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$618K
|
+$612K
|
+101,100
|
+10,110%
|
|
|
17
|
|
$609K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$605K
|
+$52.6K
|
+8,697
|
+10%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$407K
|
+$4.15K
|
+686
|
+1%
|
|
|
20
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$398K
|
+$932
|
+154
|
+0.2%
|
|
|
21
|
XML Financial
Bethesda,
Maryland
|
$334K
|
+$12.1K
|
+2,000
|
+4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$326K
|
+$3.99K
|
+662
|
+1%
|
|
|
23
|
Tradition Wealth Management
Edina,
Minnesota
|
$325K
|
+$26.6K
|
+4,393
|
+9%
|
|
|
24
|
SOA Wealth Advisors
New York
|
$313K
|
–
|
–
|
–
|
|
|
25
|
Certuity
North Palm Beach,
Florida
|
$285K
|
–
|
–
|
–
|
|
