|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.99M
|
+$217K
|
+19,535
|
+6%
|
|
|
2
|
Shaker Financial Services
Arlington,
Virginia
|
$2.3M
|
-$342K
|
-30,777
|
-13%
|
|
|
3
|
|
$1.3M
|
-$12.2K
|
-1,100
|
-0.9%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$722K
|
-$59.5K
|
-5,360
|
-8%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$721K
|
+$82.9K
|
+7,466
|
+13%
|
|
|
6
|
Curi RMB Capital
Chicago,
Illinois
|
$583K
|
+$6.84K
|
+616
|
+1%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$444K
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$388K
|
+$13.3K
|
+1,195
|
+4%
|
|
|
9
|
|
$344K
|
+$342K
|
+30,807
|
New
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$313K
|
+$311K
|
+28,028
|
New
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$300K
|
-$28.5K
|
-2,564
|
-9%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$281K
|
+$139K
|
+12,529
|
+99%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$173K
|
+$5.01K
|
+451
|
+3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$130K
|
-$3.33K
|
-300
|
-3%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$125K
|
+$61.1K
|
+5,505
|
+96%
|
|
|
16
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$91K
|
–
|
–
|
–
|
|
|
17
|
CSS LLC
Chicago,
Illinois
|
$32K
|
+$32.2K
|
+2,903
|
New
|
|
|
18
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$11K
|
+$11.1K
|
+1,001
|
New
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Realta Investment Advisors
Wilmington,
Delaware
|
$4K
|
+$3.89K
|
+350
|
New
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$313K
|
-28,275
|
Closed
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$141K
|
-12,688
|
Closed
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$117K
|
-10,707
|
Closed
|
|
|
24
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$112K
|
-10,129
|
Closed
|
|
|
25
|
Bruderman Asset Management
Locust Valley,
New York
|
–
|
-$26K
|
-2,378
|
Closed
|
|
