|
1
|
|
$6.54M
|
+$474K
|
+13,146
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.05M
|
+$2.17M
|
+60,052
|
+276%
|
|
|
3
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.76M
|
-$359K
|
-9,952
|
-12%
|
|
|
4
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$2.74M
|
+$2.66M
|
+73,610
|
New
|
|
|
5
|
SG Americas Securities
New York
|
$2.48M
|
-$263K
|
-7,291
|
-10%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.28M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$940K
|
+$294K
|
+8,155
|
+48%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$806K
|
+$39.1K
|
+1,083
|
+5%
|
|
|
9
|
Bison Wealth
Atlanta,
Georgia
|
$805K
|
+$780K
|
+21,598
|
New
|
|
|
10
|
|
$705K
|
-$1.03M
|
-28,512
|
-60%
|
|
|
11
|
|
$578K
|
–
|
–
|
–
|
|
|
12
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$481K
|
–
|
–
|
–
|
|
|
13
|
|
$462K
|
+$4.87K
|
+135
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$364K
|
+$66.5K
|
+1,842
|
+24%
|
|
|
15
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$327K
|
+$11.7K
|
+325
|
+4%
|
|
|
16
|
Brinker Capital
Berwyn,
Pennsylvania
|
$306K
|
+$297K
|
+8,215
|
New
|
|
|
17
|
Maryland Capital Management
Towson,
Maryland
|
$293K
|
+$284K
|
+7,875
|
New
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$283K
|
+$227K
|
+6,283
|
+482%
|
|
|
19
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$264K
|
+$256K
|
+7,080
|
New
|
|
|
20
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$224K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$201K
|
+$5.23K
|
+145
|
+3%
|
|
|
22
|
Numeric Investors
Boston,
Massachusetts
|
$201K
|
+$195K
|
+5,400
|
New
|
|
|
23
|
|
$165K
|
+$74.5K
|
+2,065
|
+88%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$137K
|
–
|
–
|
–
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$127K
|
+$123K
|
+3,400
|
New
|
|
