|
1
|
|
$4.4M
|
+$882K
|
+63,776
|
+26%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$3.47M
|
+$691K
|
+49,969
|
+26%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.1M
|
+$219K
|
+15,823
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$840K
|
+$158K
|
+11,413
|
+24%
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$783K
|
-$13.3K
|
-963
|
-2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$702K
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$685K
|
+$72.1K
|
+5,218
|
+13%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$673K
|
-$138K
|
-10,000
|
-18%
|
|
|
9
|
|
$581K
|
+$75.4K
|
+5,452
|
+16%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$494K
|
-$102K
|
-7,386
|
-18%
|
|
|
11
|
Hollencrest Capital Management
Newport Beach,
California
|
$357K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$323K
|
-$14
|
-1
|
-0%
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$322K
|
–
|
–
|
–
|
|
|
14
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$225K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$172K
|
+$12.6K
|
+915
|
+8%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$84K
|
–
|
–
|
–
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$78K
|
-$154K
|
-11,155
|
-67%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$35K
|
–
|
–
|
–
|
|
|
19
|
|
$13K
|
+$28
|
+2
|
+0.2%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$2K
|
-$10.9K
|
-790
|
-88%
|
|
|
21
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$353K
|
-26,505
|
Closed
|
|
|
22
|
Efficient Market Advisors
San Diego,
California
|
–
|
-$15K
|
-1,107
|
Closed
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
–
|
-$11K
|
-810
|
Closed
|
|
