|
1
|
Advisors Asset Management
Monument,
Colorado
|
$2.54M
|
+$74.7K
|
+5,899
|
+3%
|
|
|
2
|
|
$2.14M
|
+$617K
|
+48,683
|
+42%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.52M
|
+$1.46M
|
+115,572
|
New
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$1.07M
|
+$157K
|
+12,401
|
+18%
|
|
|
5
|
|
$915K
|
-$448K
|
-35,362
|
-34%
|
|
|
6
|
Samson Capital Advisors
New York
|
$661K
|
+$639K
|
+50,398
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$442K
|
+$36.2K
|
+2,858
|
+9%
|
|
|
8
|
Hollencrest Capital Management
Newport Beach,
California
|
$324K
|
–
|
–
|
–
|
|
|
9
|
Tradewinds Capital Management
Bellingham,
Washington
|
$293K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$293K
|
+$59K
|
+4,656
|
+26%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$270K
|
-$97.1K
|
-7,667
|
-27%
|
|
|
12
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$204K
|
–
|
–
|
–
|
|
|
13
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$160K
|
+$155K
|
+12,200
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$148K
|
-$15K
|
-1,181
|
-9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99K
|
–
|
–
|
–
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$76K
|
–
|
–
|
–
|
|
|
17
|
|
$38K
|
+$13.9K
|
+1,097
|
+61%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32K
|
–
|
–
|
–
|
|
|
19
|
Efficient Market Advisors
San Diego,
California
|
$15K
|
–
|
–
|
–
|
|
|
20
|
TFS Capital
West Chester,
Pennsylvania
|
–
|
-$240K
|
-19,271
|
Closed
|
|
|
21
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$237K
|
-19,051
|
Closed
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$52K
|
-4,230
|
Closed
|
|
