|
1
|
Cardan Capital Partners
Denver,
Colorado
|
$4.8M
|
+$5.87M
|
+413,116
|
New
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$3.3M
|
-$163K
|
-11,478
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.43M
|
-$47.7K
|
-3,360
|
-3%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.13M
|
-$28.4K
|
-1,998
|
-3%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$817K
|
-$15.4K
|
-1,081
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$625K
|
+$252K
|
+17,734
|
+72%
|
|
|
7
|
Tradewinds Capital Management
Bellingham,
Washington
|
$509K
|
–
|
–
|
–
|
|
|
8
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$265K
|
+$114
|
+8
|
+0%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$240K
|
+$128
|
+9
|
+0.1%
|
|
|
10
|
Lucas Capital Management
Red Bank,
New Jersey
|
$174K
|
–
|
–
|
–
|
|
|
11
|
|
$171K
|
-$170K
|
-11,987
|
-51%
|
|
|
12
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$158K
|
-$17.4K
|
-1,223
|
-10%
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$125K
|
+$42.8K
|
+3,010
|
+54%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$87K
|
–
|
–
|
–
|
|
|
15
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$65K
|
+$14.2K
|
+1,000
|
+29%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$40K
|
+$19.6K
|
+1,380
|
+102%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$29K
|
+$27K
|
+1,900
|
+1,900%
|
|
|
18
|
Security National Trust
Wheeling,
West Virginia
|
$15K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13K
|
+$142
|
+10
|
+1%
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10.2K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Laurion Capital Management
New York
|
–
|
-$275K
|
-19,857
|
Closed
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$145K
|
-10,434
|
Closed
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
–
|
-$113K
|
-8,185
|
Closed
|
|
