|
1
|
UBS Group
Zurich,
Switzerland
|
$41.1M
|
+$478K
|
+20,828
|
+1%
|
|
|
2
|
|
$30M
|
+$1.96M
|
+85,584
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
+$248K
|
+10,791
|
+0.8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$335K
|
-14,614
|
-3%
|
|
|
5
|
Veritable
Wilmington,
Delaware
|
$9.11M
|
-$305K
|
-13,277
|
-3%
|
|
|
6
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4.5M
|
+$47.7K
|
+2,080
|
+1%
|
|
|
7
|
VanEck Associates
New York
|
$4.24M
|
+$1.11M
|
+48,497
|
+35%
|
|
|
8
|
Mackay Shields LLC
New York
|
$3.8M
|
–
|
–
|
–
|
|
|
9
|
Lehman Financial Resources
Media,
Pennsylvania
|
$3.21M
|
–
|
–
|
–
|
|
|
10
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$3.05M
|
+$94.1K
|
+4,100
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.32M
|
+$352K
|
+15,347
|
+18%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.24M
|
+$43K
|
+1,872
|
+2%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$2.11M
|
-$10.1K
|
-440
|
-0.5%
|
|
|
14
|
Narwhal Capital Management
Marietta,
Georgia
|
$2M
|
-$21.5K
|
-936
|
-1%
|
|
|
15
|
Doliver Advisors
Houston,
Texas
|
$1.92M
|
+$1.38M
|
+60,239
|
+247%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.87M
|
+$241K
|
+10,506
|
+15%
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$1.77M
|
+$93.7K
|
+4,083
|
+6%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.71M
|
-$59.6K
|
-2,598
|
-3%
|
|
|
19
|
|
$1.67M
|
+$206K
|
+8,988
|
+14%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.55M
|
+$39.5K
|
+1,719
|
+3%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$1.55M
|
+$696K
|
+30,319
|
+80%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.52M
|
-$69.1K
|
-3,010
|
-4%
|
|
|
23
|
|
$1.4M
|
+$4.89K
|
+213
|
+0.3%
|
|
|
24
|
Pinnacle Associates
New York
|
$1.23M
|
+$528
|
+23
|
+0%
|
|
|
25
|
|
$1.16M
|
–
|
–
|
–
|
|
