|
1
|
Advisors Asset Management
Monument,
Colorado
|
$3.31M
|
-$125K
|
-9,147
|
-4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.41M
|
-$2.18K
|
-160
|
-0.2%
|
|
|
3
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.1M
|
+$1.09M
|
+79,717
|
New
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$794K
|
+$196K
|
+14,420
|
+34%
|
|
|
5
|
Tradewinds Capital Management
Bellingham,
Washington
|
$485K
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$344K
|
+$94.2K
|
+6,915
|
+39%
|
|
|
7
|
|
$329K
|
+$62.3K
|
+4,571
|
+24%
|
|
|
8
|
Laurion Capital Management
New York
|
$275K
|
+$270K
|
+19,857
|
New
|
|
|
9
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$252K
|
+$245
|
+18
|
+0.1%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$229K
|
–
|
–
|
–
|
|
|
11
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$168K
|
–
|
–
|
–
|
|
|
12
|
Lucas Capital Management
Red Bank,
New Jersey
|
$166K
|
–
|
–
|
–
|
|
|
13
|
Curi RMB Capital
Chicago,
Illinois
|
$145K
|
+$142K
|
+10,434
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$113K
|
+$111K
|
+8,185
|
New
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$83K
|
–
|
–
|
–
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$78K
|
+$13.6K
|
+1,000
|
+22%
|
|
|
17
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$48K
|
+$13.6K
|
+1,000
|
+40%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$19K
|
+$1.98K
|
+145
|
+12%
|
|
|
19
|
Security National Trust
Wheeling,
West Virginia
|
$14K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
+$245
|
+18
|
+2%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.7K
|
-$9.53K
|
-700
|
-50%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
+$14
|
+1
|
New
|
|
