|
1
|
Terril Brothers
St. Louis,
Missouri
|
$2.07M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$952K
|
+$31.7K
|
+3,583
|
+3%
|
|
|
3
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$609K
|
–
|
–
|
–
|
|
|
4
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$528K
|
-$25.7K
|
-2,900
|
-5%
|
|
|
5
|
Oxbow Advisors
Austin,
Texas
|
$490K
|
+$301
|
+34
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$450K
|
+$35K
|
+3,950
|
+8%
|
|
|
7
|
|
$237K
|
-$95.2K
|
-10,748
|
-29%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$181K
|
-$71.2K
|
-8,036
|
-28%
|
|
|
9
|
Shufro Rose & Co
New York
|
$158K
|
-$135K
|
-15,200
|
Closed
|
|
|
10
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$136K
|
+$135K
|
+15,300
|
New
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$128K
|
+$3.82K
|
+431
|
+3%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$111K
|
+$67.9K
|
+7,672
|
+161%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$110K
|
-$20.8K
|
-2,351
|
-16%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$66K
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$38K
|
–
|
–
|
–
|
|
|
16
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$18K
|
–
|
–
|
–
|
|
|
17
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$17K
|
–
|
–
|
–
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$15K
|
–
|
–
|
–
|
|
|
19
|
Perigon Wealth Management
San Francisco,
California
|
$6K
|
+$6.05K
|
+683
|
New
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.46K
|
–
|
–
|
–
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$1.17M
|
-136,270
|
Closed
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$86K
|
-10,000
|
Closed
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$20K
|
-2,340
|
Closed
|
|
