|
1
|
Advisors Asset Management
Monument,
Colorado
|
$3.28M
|
-$271K
|
-17,720
|
-8%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$2.95M
|
+$2.02M
|
+132,270
|
+235%
|
|
|
3
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.21M
|
-$3.67K
|
-240
|
-0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$403K
|
-$1.1M
|
-72,254
|
-74%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$367K
|
+$371K
|
+24,305
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$307K
|
-$346K
|
-22,655
|
-53%
|
|
|
7
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$284K
|
+$61
|
+4
|
+0%
|
|
|
8
|
|
$281K
|
+$96.3K
|
+6,305
|
+54%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$258K
|
+$535
|
+35
|
+0.2%
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$216K
|
+$211K
|
+13,834
|
New
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
$200K
|
+$196K
|
+12,800
|
New
|
|
|
12
|
Lucas Capital Management
Red Bank,
New Jersey
|
$187K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$89K
|
+$88K
|
+5,761
|
+576,100%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$70K
|
–
|
–
|
–
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$62K
|
-$30.6K
|
-2,000
|
-33%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$31K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$21K
|
-$21.1K
|
-1,380
|
-50%
|
|
|
18
|
Security National Trust
Wheeling,
West Virginia
|
$16K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14K
|
+$183
|
+12
|
+1%
|
|
|
20
|
M&R Capital Management
Summit,
New Jersey
|
$11K
|
+$11.1K
|
+725
|
New
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10.9K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$7K
|
+$6.4K
|
+419
|
New
|
|
|
24
|
Cardan Capital Partners
Denver,
Colorado
|
–
|
-$4.8M
|
-413,116
|
Closed
|
|
|
25
|
Tradewinds Capital Management
Bellingham,
Washington
|
–
|
-$509K
|
-35,000
|
Closed
|
|
