|
1
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$5.26M
|
-99,940
|
-26%
|
|
|
2
|
|
$7.19M
|
-$41.3K
|
-785
|
-0.6%
|
|
|
3
|
|
$5.03M
|
+$1.01M
|
+19,287
|
+27%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.77M
|
+$868K
|
+16,490
|
+23%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.71M
|
+$1.51M
|
+28,653
|
+50%
|
|
|
6
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$4.35M
|
–
|
–
|
–
|
|
|
7
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$4.13M
|
+$3.96M
|
+75,335
|
New
|
|
|
8
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.11M
|
+$776K
|
+14,743
|
+24%
|
|
|
9
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.12M
|
-$79.4K
|
-1,509
|
-4%
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$1.9M
|
+$721K
|
+13,704
|
+65%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.77M
|
-$370K
|
-7,029
|
-18%
|
|
|
12
|
Mariner Investment Group
Harrison,
New York
|
$1.25M
|
-$482K
|
-9,155
|
-29%
|
|
|
13
|
|
$1.18M
|
+$1.13M
|
+21,534
|
New
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$1.15M
|
-$3.74K
|
-71
|
-0.3%
|
|
|
15
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.15M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$916K
|
+$124K
|
+2,360
|
+15%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$815K
|
-$8.52K
|
-162
|
-1%
|
|
|
18
|
IMA Advisory Services
Denver,
Colorado
|
$692K
|
-$5.05K
|
-96
|
-0.8%
|
|
|
19
|
Optimum Investment Advisors
Chicago,
Illinois
|
$629K
|
-$17.9K
|
-340
|
-3%
|
|
|
20
|
Cornerstone Advisors
Asheville,
North Carolina
|
$612K
|
-$1.72M
|
-32,680
|
-75%
|
|
|
21
|
|
$465K
|
+$31K
|
+590
|
+7%
|
|
|
22
|
Oppenheimer & Co
New York
|
$455K
|
+$63.3K
|
+1,203
|
+17%
|
|
|
23
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$353K
|
-$54.7K
|
-1,040
|
-14%
|
|
|
24
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$343K
|
-$20.8K
|
-396
|
-6%
|
|
|
25
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$336K
|
–
|
–
|
–
|
|
