|
1
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$511K
|
+31,068
|
+3%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$14.8M
|
-$1.9M
|
-115,820
|
-11%
|
|
|
3
|
|
$6.62M
|
-$370K
|
-22,500
|
-5%
|
|
|
4
|
|
$6.42M
|
-$315K
|
-19,148
|
-5%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$2.43M
|
+$849K
|
+51,626
|
+54%
|
|
|
6
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.67M
|
+$772K
|
+46,980
|
+86%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.33M
|
-$13.9K
|
-846
|
-1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$739K
|
-$19.8K
|
-1,203
|
-3%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$478K
|
+$366K
|
+22,270
|
+321%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$427K
|
+$24.7K
|
+1,500
|
+6%
|
|
|
11
|
Fiduciary Trust
Boston,
Massachusetts
|
$328K
|
+$329K
|
+20,000
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$322K
|
+$35.5K
|
+2,159
|
+12%
|
|
|
13
|
Curi RMB Capital
Chicago,
Illinois
|
$311K
|
+$311K
|
+18,948
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$285K
|
-$5.69K
|
-346
|
-2%
|
|
|
15
|
Doliver Advisors
Houston,
Texas
|
$217K
|
-$189K
|
-11,478
|
-46%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$82K
|
-$7.4K
|
-450
|
-8%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$82K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$28K
|
+$559
|
+34
|
+2%
|
|
|
19
|
|
$25K
|
+$115
|
+7
|
+0.5%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$23K
|
+$23K
|
+1,400
|
New
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$10K
|
+$66
|
+4
|
+0.7%
|
|
|
22
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$6K
|
+$3.29K
|
+200
|
+94%
|
|
|
24
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
25
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
