|
1
|
|
$17M
|
+$570K
|
+61,964
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.96M
|
+$1.11M
|
+121,125
|
+17%
|
|
|
3
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.87M
|
+$36K
|
+3,917
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.85M
|
+$84.4K
|
+9,174
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.42M
|
+$441K
|
+47,950
|
+15%
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.98M
|
+$50.4K
|
+5,477
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
-$149K
|
-16,173
|
-11%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$1.25M
|
-$211K
|
-22,900
|
-15%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$819K
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$795K
|
-$337K
|
-36,665
|
-30%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$695K
|
+$10.9K
|
+1,188
|
+2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$646K
|
+$441K
|
+47,963
|
+236%
|
|
|
13
|
Family Management
New York
|
$464K
|
-$119K
|
-12,944
|
-21%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$425K
|
-$7.41K
|
-805
|
-2%
|
|
|
15
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$362K
|
+$67.6K
|
+7,350
|
+24%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$333K
|
+$324K
|
+35,200
|
New
|
|
|
17
|
|
$302K
|
-$1.37K
|
-149
|
-0.5%
|
|
|
18
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$242K
|
+$72.6K
|
+7,888
|
+45%
|
|
|
19
|
Royal Fund Management
Lady Lake,
Florida
|
$220K
|
+$60.6K
|
+6,586
|
+39%
|
|
|
20
|
Cypress Wealth Services
Palm Desert,
California
|
$213K
|
–
|
–
|
–
|
|
|
21
|
City of London Investment Management
London,
United Kingdom
|
$205K
|
-$1.53M
|
-166,659
|
-89%
|
|
|
22
|
Lindbrook Capital
Calabasas,
California
|
$189K
|
–
|
–
|
–
|
|
|
23
|
|
$169K
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$168K
|
+$70.4K
|
+7,654
|
+75%
|
|
|
25
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$165K
|
–
|
–
|
–
|
|
