|
1
|
NWAM LLC
Mercer Island,
Washington
|
$6.16M
|
-$461K
|
-23,282
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.26M
|
-$153K
|
-7,756
|
-3%
|
|
|
3
|
|
$4.24M
|
-$341K
|
-17,221
|
-8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.02M
|
+$569K
|
+28,767
|
+17%
|
|
|
5
|
|
$3.08M
|
-$149K
|
-7,544
|
-5%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$2.01M
|
-$214K
|
-10,828
|
-10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.08M
|
+$302K
|
+15,286
|
+40%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
-$20K
|
-1,013
|
-2%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$768K
|
+$749K
|
+37,857
|
New
|
|
|
10
|
Yorktown Management & Research Company
Forest,
Virginia
|
$747K
|
-$82.6K
|
-4,176
|
-10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$714K
|
-$109K
|
-5,499
|
-14%
|
|
|
12
|
|
$653K
|
+$23.5K
|
+1,186
|
+4%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$593K
|
-$29.3K
|
-1,482
|
-5%
|
|
|
14
|
IFC Holdings
Tampa,
Florida
|
$411K
|
–
|
–
|
–
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$274K
|
+$9.9K
|
+500
|
+4%
|
|
|
16
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$203K
|
-$170K
|
-8,584
|
-46%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$141K
|
-$24.3K
|
-1,230
|
-15%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$118K
|
+$138
|
+7
|
+0.1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$89K
|
–
|
–
|
–
|
|
|
20
|
American International Group
New York
|
$72K
|
+$70.5K
|
+3,565
|
New
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$61K
|
+$59.4K
|
+3,000
|
New
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46K
|
–
|
–
|
–
|
|
|
23
|
SRH Advisors
Salina,
Kansas
|
$41K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$13K
|
-$6.47K
|
-327
|
-33%
|
|
