|
1
|
Advisors Asset Management
Monument,
Colorado
|
$3.37M
|
+$47.5K
|
+3,577
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.38M
|
+$235K
|
+17,714
|
+21%
|
|
|
3
|
Samson Capital Advisors
New York
|
$985K
|
+$964K
|
+72,551
|
New
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$582K
|
+$193K
|
+14,520
|
+51%
|
|
|
5
|
Tradewinds Capital Management
Bellingham,
Washington
|
$475K
|
–
|
–
|
–
|
|
|
6
|
|
$260K
|
+$2.58K
|
+194
|
+1%
|
|
|
7
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$247K
|
+$173
|
+13
|
+0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$242K
|
+$11K
|
+824
|
+5%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$224K
|
–
|
–
|
–
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$164K
|
-$133K
|
-10,000
|
-45%
|
|
|
11
|
Lucas Capital Management
Red Bank,
New Jersey
|
$163K
|
–
|
–
|
–
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$81K
|
–
|
–
|
–
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$62K
|
–
|
–
|
–
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$34K
|
+$13.3K
|
+1,000
|
+67%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$19K
|
+$9.3K
|
+700
|
+100%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
17
|
Security National Trust
Wheeling,
West Virginia
|
$14K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
-$9.12K
|
-686
|
-44%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
-$26.6K
|
-1,998
|
-82%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1K
|
+$1.33K
|
+100
|
New
|
|
|
21
|
|
–
|
-$111K
|
-8,517
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$30.6K
|
-2,300
|
Closed
|
|
|
23
|
|
–
|
-$20K
|
-1,553
|
Closed
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$13K
|
-1,050
|
Closed
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
+$120
|
+9
|
New
|
|
