|
1
|
Bank of America
Charlotte,
North Carolina
|
$73M
|
+$5.39M
|
+43,635
|
+8%
|
|
|
2
|
|
$13.3M
|
+$302K
|
+2,441
|
+2%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$10.5M
|
-$1.81M
|
-14,631
|
-15%
|
|
|
4
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$10.1M
|
+$302K
|
+2,440
|
+3%
|
|
|
5
|
|
$6.96M
|
+$1.72M
|
+13,910
|
+34%
|
|
|
6
|
Guild Investment Management
Los Angeles,
California
|
$4.4M
|
+$1.17M
|
+9,484
|
+38%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.2M
|
+$755K
|
+6,113
|
+23%
|
|
|
8
|
IMA Advisory Services
Denver,
Colorado
|
$2.86M
|
+$1.46M
|
+11,822
|
+111%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$2.79M
|
-$56.8K
|
-460
|
-2%
|
|
|
10
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.86M
|
+$36.1K
|
+292
|
+2%
|
|
|
11
|
NTV Asset Management
Charleston,
West Virginia
|
$1.71M
|
+$99.4K
|
+804
|
+6%
|
|
|
12
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$1.59M
|
-$198K
|
-1,600
|
-11%
|
|
|
13
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.55M
|
+$2.6K
|
+21
|
+0.2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$24.6K
|
+199
|
+2%
|
|
|
15
|
SG Americas Securities
New York
|
$1.18M
|
+$1.15M
|
+9,291
|
New
|
|
|
16
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.15M
|
-$30.9K
|
-250
|
-3%
|
|
|
17
|
WMS Partners
Towson,
Maryland
|
$1.01M
|
+$366K
|
+2,960
|
+60%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$998K
|
+$62.5K
|
+506
|
+7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$949K
|
+$46.3K
|
+375
|
+5%
|
|
|
20
|
|
$903K
|
-$274K
|
-2,221
|
-24%
|
|
|
21
|
Baird
Milwaukee,
Wisconsin
|
$876K
|
-$63.4K
|
-513
|
-7%
|
|
|
22
|
Oppenheimer & Co
New York
|
$843K
|
-$24.5K
|
-198
|
-3%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$694K
|
–
|
–
|
–
|
|
|
24
|
Bard Associates
Chicago,
Illinois
|
$419K
|
-$12.4K
|
-100
|
-3%
|
|
|
25
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$414K
|
+$76.3K
|
+617
|
+23%
|
|
