|
1
|
Advisors Asset Management
Monument,
Colorado
|
$1.19M
|
+$727K
|
+49,573
|
+138%
|
|
|
2
|
ProVise Management Group
Clearwater,
Florida
|
$658K
|
+$31.5K
|
+2,150
|
+5%
|
|
|
3
|
|
$522K
|
+$17.7K
|
+1,205
|
+3%
|
|
|
4
|
Liberty Street Advisors
New York
|
$336K
|
+$20.9K
|
+1,422
|
+6%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$240K
|
+$29.3K
|
+2,000
|
+13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$156K
|
+$8.99K
|
+613
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$137K
|
-$14.7K
|
-1,000
|
-9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$38K
|
–
|
–
|
–
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
+$21.7K
|
+1,478
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
11
|
Next Financial Group
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$3.3K
|
+225
|
New
|
|
|
14
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$358K
|
-23,950
|
Closed
|
|
|
15
|
Westport Resources Management
Westport,
Connecticut
|
–
|
-$209K
|
-13,954
|
Closed
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$78K
|
-5,250
|
Closed
|
|
|
17
|
Catalyst Capital Advisors
Huntington,
New York
|
–
|
-$65K
|
-4,340
|
Closed
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$33K
|
-2,181
|
Closed
|
|
