|
1
|
Advisors Asset Management
Monument,
Colorado
|
$3.19M
|
+$652K
|
+47,885
|
+24%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.1M
|
+$191K
|
+14,053
|
+20%
|
|
|
3
|
Tradewinds Capital Management
Bellingham,
Washington
|
$457K
|
–
|
–
|
–
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$371K
|
-$510K
|
-37,445
|
-57%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$289K
|
-$204K
|
-14,974
|
-40%
|
|
|
6
|
|
$247K
|
-$114K
|
-8,406
|
-31%
|
|
|
7
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$237K
|
+$14
|
+1
|
+0%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$222K
|
+$15.4K
|
+1,133
|
+7%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$216K
|
+$20.4K
|
+1,500
|
+10%
|
|
|
10
|
Lucas Capital Management
Red Bank,
New Jersey
|
$157K
|
–
|
–
|
–
|
|
|
11
|
|
$111K
|
-$200K
|
-14,703
|
-63%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$78K
|
–
|
–
|
–
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$60K
|
–
|
–
|
–
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32K
|
+$5.81K
|
+427
|
+21%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$30K
|
+$31.3K
|
+2,300
|
New
|
|
|
16
|
|
$20K
|
-$11.2K
|
-823
|
-35%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20K
|
-$8.29K
|
-609
|
-28%
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$16K
|
-$43.6K
|
-3,204
|
-73%
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$13K
|
-$14.3K
|
-1,050
|
-50%
|
|
|
21
|
Security National Trust
Wheeling,
West Virginia
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.14K
|
–
|
–
|
–
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$2K
|
-145
|
Closed
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$1K
|
-100
|
Closed
|
|
