|
1
|
|
$3.54M
|
+$116K
|
+9,834
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.92M
|
-$36.9K
|
-3,141
|
-2%
|
|
|
3
|
City of London Investment Management
London,
United Kingdom
|
$1.36M
|
+$1.38M
|
+117,590
|
New
|
|
|
4
|
Cabot Wealth Management
Salem,
Massachusetts
|
$874K
|
+$175K
|
+14,890
|
+25%
|
|
|
5
|
|
$579K
|
+$168K
|
+14,252
|
+40%
|
|
|
6
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$553K
|
+$470K
|
+39,995
|
+511%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$549K
|
-$1.23M
|
-104,550
|
-69%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$453K
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$396K
|
-$5.21K
|
-443
|
-1%
|
|
|
10
|
Advisors Preferred
Rockville,
Maryland
|
$348K
|
+$354K
|
+30,084
|
New
|
|
|
11
|
Telemus Capital
Southfield,
Michigan
|
$345K
|
+$351K
|
+29,885
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$217K
|
-$11.7K
|
-992
|
-5%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$145K
|
+$147K
|
+12,528
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$79K
|
-$136K
|
-11,565
|
-63%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$47K
|
-$79.8K
|
-6,789
|
-62%
|
|
|
16
|
WFG Advisors
Dallas,
Texas
|
$38K
|
-$5.68K
|
-483
|
-13%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
–
|
–
|
–
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$23K
|
–
|
–
|
–
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$17K
|
+$17.6K
|
+1,500
|
New
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7K
|
-$6.99K
|
-595
|
-50%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Cribstone Capital Management
Augusta,
Maine
|
$6K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
–
|
–
|
–
|
|
