|
1
|
|
$17.9M
|
+$571K
|
+60,417
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.81M
|
-$1.26M
|
-132,965
|
-16%
|
|
|
3
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4M
|
+$73.1K
|
+7,732
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.88M
|
-$28.6K
|
-3,021
|
-0.7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.63M
|
-$3.42M
|
-361,682
|
Closed
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.03M
|
+$14K
|
+1,486
|
+0.7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
-$65.7K
|
-6,950
|
-5%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$879K
|
-$383K
|
-40,502
|
-31%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$827K
|
-$5.67K
|
-600
|
-0.7%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$718K
|
+$11.1K
|
+1,174
|
+2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$714K
|
-$93K
|
-9,845
|
-12%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$532K
|
-$125K
|
-13,247
|
-19%
|
|
|
13
|
Family Management
New York
|
$493K
|
+$20.7K
|
+2,191
|
+4%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$432K
|
–
|
–
|
–
|
|
|
15
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$370K
|
+$473
|
+50
|
+0.1%
|
|
|
16
|
|
$303K
|
-$4.04K
|
-427
|
-1%
|
|
|
17
|
Royal Fund Management
Lady Lake,
Florida
|
$232K
|
+$7.99K
|
+845
|
+4%
|
|
|
18
|
Cypress Wealth Services
Palm Desert,
California
|
$216K
|
–
|
–
|
–
|
|
|
19
|
City of London Investment Management
London,
United Kingdom
|
$208K
|
–
|
–
|
–
|
|
|
20
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$200K
|
-$45K
|
-4,765
|
-19%
|
|
|
21
|
Lindbrook Capital
Calabasas,
California
|
$192K
|
–
|
–
|
–
|
|
|
22
|
|
$172K
|
–
|
–
|
–
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$168K
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$145K
|
-$25.8K
|
-2,729
|
-15%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$70K
|
–
|
–
|
–
|
|
