|
1
|
|
$4.02M
|
+$303K
|
+17,810
|
+8%
|
|
|
2
|
Intersect Capital
San Ramon,
California
|
$3.7M
|
+$67.1K
|
+3,941
|
+2%
|
|
|
3
|
|
$3.42M
|
-$592K
|
-34,802
|
-15%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$3.11M
|
+$2.29M
|
+134,574
|
+271%
|
|
|
5
|
|
$2.55M
|
+$1.18M
|
+69,202
|
+84%
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.07M
|
-$216K
|
-12,685
|
-10%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.84M
|
+$1.05M
|
+61,903
|
+130%
|
|
|
8
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.63M
|
-$85.9K
|
-5,050
|
-5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
+$147K
|
+8,614
|
+11%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.23M
|
+$23.8K
|
+1,400
|
+2%
|
|
|
11
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.16M
|
-$341K
|
-20,047
|
-23%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$546K
|
+$382K
|
+22,458
|
+226%
|
|
|
13
|
Advisors Asset Management
Monument,
Colorado
|
$438K
|
+$442K
|
+25,995
|
New
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$434K
|
+$732
|
+43
|
+0.2%
|
|
|
15
|
City of London Investment Management
London,
United Kingdom
|
$384K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$317K
|
-$1.03M
|
-60,431
|
-76%
|
|
|
17
|
Yorktown Management & Research Company
Forest,
Virginia
|
$301K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$227K
|
-$2.65K
|
-156
|
-1%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$157K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$96K
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$83K
|
+$83.4K
|
+4,900
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$17K
|
+$17
|
+1
|
+0.1%
|
|
|
23
|
Financial & Investment Management Group
Traverse City,
Michigan
|
–
|
-$4.21M
|
-245,380
|
Closed
|
|
|
24
|
Oxbow Advisors
Austin,
Texas
|
–
|
-$251K
|
-14,735
|
Closed
|
|
|
25
|
Relative Value Partners Group
|
–
|
-$190K
|
-11,066
|
Closed
|
|
