|
1
|
|
$12M
|
-$230K
|
-12,444
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.32M
|
+$104K
|
+5,626
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.15M
|
+$101K
|
+5,469
|
+1%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$7.81M
|
-$792K
|
-42,847
|
-9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.71M
|
-$200K
|
-10,825
|
-3%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.99M
|
+$3.23M
|
+175,009
|
+88%
|
|
|
7
|
Alpine Woods Capital Investors
Purchase,
New York
|
$6.85M
|
+$3.25M
|
+175,863
|
+93%
|
|
|
8
|
Advisors Asset Management
Monument,
Colorado
|
$6.24M
|
-$2.34M
|
-126,585
|
-27%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.82M
|
+$741K
|
+40,096
|
+18%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.68M
|
-$454K
|
-24,558
|
-15%
|
|
|
11
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.45M
|
+$2.42M
|
+131,216
|
New
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$1.29M
|
-$7.21K
|
-390
|
-0.6%
|
|
|
13
|
|
$1.28M
|
+$1.27M
|
+68,503
|
New
|
|
|
14
|
RMR Advisors
Newton,
Massachusetts
|
$1.22M
|
–
|
–
|
–
|
|
|
15
|
Doliver Advisors
Houston,
Texas
|
$1.18M
|
+$1.15M
|
+62,477
|
New
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$996K
|
+$987K
|
+53,398
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$863K
|
+$212K
|
+11,498
|
+33%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$794K
|
+$150K
|
+8,101
|
+24%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$746K
|
+$8.11K
|
+439
|
+1%
|
|
|
20
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$735K
|
-$24.6K
|
-1,329
|
-3%
|
|
|
21
|
|
$656K
|
-$512K
|
-27,709
|
-44%
|
|
|
22
|
Financial Advocates Investment Management
Olympia,
Washington
|
$641K
|
-$49.3K
|
-2,667
|
-7%
|
|
|
23
|
OTA Financial Group
Purchase,
New York
|
$619K
|
+$614K
|
+33,226
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$594K
|
+$285K
|
+15,434
|
+94%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$593K
|
-$7.39K
|
-400
|
-1%
|
|
