|
1
|
|
$15.4M
|
+$866K
|
+108,359
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.45M
|
+$216K
|
+27,089
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.24M
|
+$791K
|
+99,062
|
+24%
|
|
|
4
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.89M
|
+$485K
|
+60,678
|
+15%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.51M
|
-$277K
|
-34,656
|
-10%
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.02M
|
+$77.3K
|
+9,675
|
+4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
-$108K
|
-13,456
|
-10%
|
|
|
8
|
|
$903K
|
+$720K
|
+90,165
|
+503%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$885K
|
+$118K
|
+14,769
|
+16%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$762K
|
+$88
|
+11
|
+0%
|
|
|
11
|
Family Management
New York
|
$481K
|
+$100K
|
+12,539
|
+28%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$390K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$374K
|
-$7.53K
|
-943
|
-2%
|
|
|
14
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$313K
|
-$5.12K
|
-641
|
-2%
|
|
|
15
|
Transcend Capital Advisors
Madison,
New Jersey
|
$250K
|
+$239K
|
+29,903
|
New
|
|
|
16
|
Royal Fund Management
Lady Lake,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
17
|
Narwhal Capital Management
Marietta,
Georgia
|
$192K
|
–
|
–
|
–
|
|
|
18
|
Cypress Wealth Services
Palm Desert,
California
|
$188K
|
+$20K
|
+2,500
|
+13%
|
|
|
19
|
Lindbrook Capital
Calabasas,
California
|
$167K
|
–
|
–
|
–
|
|
|
20
|
|
$150K
|
-$5.08K
|
-636
|
-3%
|
|
|
21
|
Oppenheimer & Co
New York
|
$148K
|
+$142K
|
+17,755
|
New
|
|
|
22
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$129K
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$124K
|
+$383
|
+48
|
+0.3%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$46K
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$21K
|
–
|
–
|
–
|
|
