|
1
|
|
$3.21M
|
+$1.01M
|
+77,466
|
+47%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$2.53M
|
-$62.3K
|
-4,764
|
-2%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$1.73M
|
+$615K
|
+47,068
|
+57%
|
|
|
4
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$754K
|
-$771K
|
-59,000
|
-51%
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$735K
|
+$721K
|
+55,169
|
New
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$648K
|
+$635K
|
+48,586
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$623K
|
+$463K
|
+35,462
|
+315%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$555K
|
+$103K
|
+7,891
|
+23%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$554K
|
+$271K
|
+20,744
|
+100%
|
|
|
10
|
|
$463K
|
-$457K
|
-35,000
|
-50%
|
|
|
11
|
Curi RMB Capital
Chicago,
Illinois
|
$353K
|
+$346K
|
+26,505
|
New
|
|
|
12
|
Hollencrest Capital Management
Newport Beach,
California
|
$329K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$298K
|
+$13
|
+1
|
+0%
|
|
|
14
|
Tradewinds Capital Management
Bellingham,
Washington
|
$297K
|
–
|
–
|
–
|
|
|
15
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$221K
|
+$57.3K
|
+4,382
|
+36%
|
|
|
16
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$208K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$147K
|
+$45.4K
|
+3,475
|
+46%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$78K
|
–
|
–
|
–
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32K
|
–
|
–
|
–
|
|
|
20
|
Efficient Market Advisors
San Diego,
California
|
$15K
|
–
|
–
|
–
|
|
|
21
|
|
$12K
|
-$26.1K
|
-2,000
|
-69%
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$12K
|
+$11.8K
|
+900
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$11K
|
+$10.6K
|
+810
|
New
|
|
