|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.59M
|
+$795K
|
+63,633
|
+9%
|
|
|
2
|
|
$9.21M
|
-$844K
|
-67,533
|
-8%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$7.5M
|
+$511K
|
+40,879
|
+7%
|
|
|
4
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$7.2M
|
-$71.3K
|
-5,700
|
-1%
|
|
|
5
|
White Pine Capital
Bloomington,
Minnesota
|
$6.63M
|
-$528K
|
-42,243
|
-7%
|
|
|
6
|
|
$5.57M
|
+$1.28M
|
+102,130
|
+29%
|
|
|
7
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$3.93M
|
+$4M
|
+319,970
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.38M
|
+$1.91M
|
+152,843
|
+125%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.82M
|
+$138K
|
+11,077
|
+5%
|
|
|
10
|
Oaktree Capital Management
Los Angeles,
California
|
$2.75M
|
+$2.81M
|
+224,450
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.1M
|
-$115K
|
-9,182
|
-5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.84M
|
+$1.09M
|
+87,199
|
+138%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.71M
|
+$8.07K
|
+646
|
+0.5%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$1.68M
|
+$974K
|
+77,943
|
+133%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.23M
|
+$163K
|
+13,021
|
+15%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
-$8.3K
|
-664
|
-0.7%
|
|
|
17
|
Ballew Advisors
Jackson,
Mississippi
|
$1.14M
|
-$26.8K
|
-2,144
|
-2%
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$1.1M
|
-$207K
|
-16,525
|
-16%
|
|
|
19
|
Oxbow Advisors
Austin,
Texas
|
$1.06M
|
-$22.8K
|
-1,825
|
-2%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$978K
|
-$283K
|
-22,667
|
-22%
|
|
|
21
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$897K
|
-$9.9K
|
-792
|
-1%
|
|
|
22
|
|
$880K
|
+$896K
|
+71,684
|
New
|
|
|
23
|
Garner Asset Management Corp
Plano,
Texas
|
$875K
|
+$121K
|
+9,716
|
+16%
|
|
|
24
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$764K
|
+$96.4K
|
+7,710
|
+14%
|
|
|
25
|
Independent Wealth Network
Urbandale,
Iowa
|
$627K
|
+$66.6K
|
+5,330
|
+12%
|
|
