|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.5M
|
-$95.5K
|
-3,885
|
-0.8%
|
|
|
2
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$5M
|
+$4.97M
|
+202,010
|
New
|
|
|
3
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$4.55M
|
+$49.2K
|
+2,000
|
+1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.81M
|
+$631K
|
+25,650
|
+20%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.31M
|
+$2.3M
|
+93,496
|
New
|
|
|
6
|
|
$1.35M
|
+$234K
|
+9,499
|
+21%
|
|
|
7
|
|
$1.17M
|
+$892K
|
+36,275
|
+325%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.09M
|
+$270K
|
+10,988
|
+33%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$704K
|
+$158K
|
+6,415
|
+29%
|
|
|
10
|
Bluefin Capital Management
New York
|
$388K
|
-$2.61M
|
-106,086
|
-87%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$284K
|
+$282K
|
+11,480
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$243K
|
+$242K
|
+9,832
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$173K
|
-$24.6K
|
-1,000
|
-13%
|
|
|
14
|
MSI Financial Services
Springfield,
Massachusetts
|
$130K
|
+$38.7K
|
+1,572
|
+43%
|
|
|
15
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$56K
|
+$55.6K
|
+2,260
|
New
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42K
|
-$27.3K
|
-1,110
|
-39%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$17K
|
–
|
–
|
–
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
19
|
Washington Trust Bank
Spokane,
Washington
|
$13K
|
–
|
–
|
–
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3K
|
+$3.22K
|
+131
|
New
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$965K
|
-39,837
|
Closed
|
|
|
24
|
Bison Wealth
Atlanta,
Georgia
|
–
|
-$246K
|
-10,174
|
Closed
|
|
