|
1
|
|
$3M
|
-$546K
|
-8,531
|
-16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.93M
|
+$181K
|
+2,824
|
+11%
|
|
|
3
|
|
$1.1M
|
-$989K
|
-15,471
|
-48%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$840K
|
-$73.6K
|
-1,151
|
-8%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$666K
|
–
|
–
|
–
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$646K
|
-$567K
|
-8,862
|
-48%
|
|
|
7
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$590K
|
-$1.28K
|
-20
|
-0.2%
|
|
|
8
|
First Allied Advisory Services
San Diego,
California
|
$445K
|
+$427K
|
+6,682
|
New
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$420K
|
+$45.9K
|
+718
|
+13%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$331K
|
-$278K
|
-4,348
|
-47%
|
|
|
11
|
SII Investments
Appleton,
Wisconsin
|
$329K
|
+$316K
|
+4,941
|
New
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$301K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$253K
|
-$21.9K
|
-342
|
-8%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$220K
|
+$211K
|
+3,295
|
New
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$124K
|
+$27.8K
|
+435
|
+30%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$117K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$65K
|
+$62K
|
+970
|
New
|
|
|
19
|
People's United Financial
Bridgeport,
Connecticut
|
$29K
|
+$27.5K
|
+430
|
New
|
|
|
20
|
High Falls Advisors
Rochester,
New York
|
$12K
|
+$13K
|
+204
|
New
|
|
|
21
|
Trust Company
Manhattan,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$64
|
+1
|
+100%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
+$1.02K
|
+16
|
New
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$632K
|
-10,062
|
Closed
|
|
|
25
|
Snowden Capital Advisors
New York
|
–
|
-$243K
|
-3,862
|
Closed
|
|
