|
1
|
UBS Group
Zurich,
Switzerland
|
$44.2M
|
-$1.05M
|
-46,785
|
-2%
|
|
|
2
|
|
$26.6M
|
+$2M
|
+88,847
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$26.4M
|
+$262K
|
+11,647
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$16.9M
|
-751,613
|
-59%
|
|
|
5
|
Veritable
Wilmington,
Delaware
|
$9.14M
|
+$7.55K
|
+336
|
+0.1%
|
|
|
6
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.66M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.25M
|
+$851K
|
+37,862
|
+25%
|
|
|
8
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4.21M
|
+$73.1K
|
+3,253
|
+2%
|
|
|
9
|
Mackay Shields LLC
New York
|
$3.79M
|
–
|
–
|
–
|
|
|
10
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$2.84M
|
-$89.9K
|
-4,000
|
-3%
|
|
|
11
|
VanEck Associates
New York
|
$2.68M
|
-$459K
|
-20,410
|
-15%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.31M
|
+$160K
|
+7,099
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.27M
|
+$2.26M
|
+100,367
|
New
|
|
|
14
|
|
$2.16M
|
+$1.82M
|
+81,145
|
+574%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$2.1M
|
+$61.1K
|
+2,716
|
+3%
|
|
|
16
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.02M
|
+$200K
|
+8,892
|
+11%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.88M
|
-$68.4K
|
-3,044
|
-4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.65M
|
+$154K
|
+6,863
|
+10%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.63M
|
-$2.21M
|
-98,303
|
-58%
|
|
|
20
|
First Trust Advisors
Wheaton,
Illinois
|
$1.5M
|
+$294K
|
+13,083
|
+25%
|
|
|
21
|
Harvey Capital Management
Palm Beach,
Florida
|
$1.44M
|
-$101K
|
-4,500
|
-7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.4M
|
-$156K
|
-6,920
|
-10%
|
|
|
23
|
|
$1.34M
|
-$18.1K
|
-807
|
-1%
|
|
|
24
|
Pinnacle Associates
New York
|
$1.27M
|
-$10.7K
|
-476
|
-0.8%
|
|
|
25
|
|
$1.11M
|
+$198K
|
+8,791
|
+22%
|
|
