|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$12M
|
+$1.99M
|
+128,782
|
+20%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$3.22M
|
+$1.56M
|
+100,870
|
+95%
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.37M
|
+$14.3K
|
+922
|
+1%
|
|
|
4
|
Cornerstone Advisors
Asheville,
North Carolina
|
$878K
|
+$345K
|
+22,241
|
+64%
|
|
|
5
|
|
$858K
|
-$57.5K
|
-3,714
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$677K
|
+$217K
|
+13,989
|
+47%
|
|
|
7
|
Doliver Advisors
Houston,
Texas
|
$567K
|
-$27.6K
|
-1,782
|
-5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$533K
|
-$158K
|
-10,195
|
-23%
|
|
|
9
|
Stifel Nicolaus & Co
St Louis,
Missouri
|
$514K
|
-$57.7K
|
-3,725
|
-10%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$451K
|
+$265K
|
+17,134
|
+145%
|
|
|
11
|
|
$299K
|
-$7.88K
|
-509
|
-3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$285K
|
-$18K
|
-1,164
|
-6%
|
|
|
13
|
First Allied Advisory Services
San Diego,
California
|
$184K
|
–
|
–
|
–
|
|
|
14
|
Geode Capital Management
Boston,
Massachusetts
|
$166K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$90K
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$25K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
18
|
|
$15K
|
+$77
|
+5
|
+0.5%
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$4K
|
-$2.52K
|
-163
|
-41%
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$163K
|
-10,263
|
Closed
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$57K
|
-3,555
|
Closed
|
|
|
22
|
American International Group
New York
|
–
|
-$8.33K
|
-524
|
Closed
|
|
