|
1
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
-$1.79M
|
-117,060
|
-13%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$10.9M
|
-$2.29M
|
-149,521
|
-16%
|
|
|
3
|
|
$5.62M
|
-$134K
|
-8,736
|
-2%
|
|
|
4
|
|
$5.48M
|
-$181K
|
-11,801
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$944K
|
+$40.2K
|
+2,630
|
+4%
|
|
|
6
|
Cornerstone Advisors
Asheville,
North Carolina
|
$726K
|
-$364K
|
-23,787
|
-32%
|
|
|
7
|
Wolverine Asset Management
Chicago,
Illinois
|
$618K
|
-$1.02M
|
-66,576
|
-61%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$540K
|
+$11.4K
|
+743
|
+2%
|
|
|
9
|
Landscape Capital Management
Englewood,
New Jersey
|
$399K
|
+$96.7K
|
+6,321
|
+30%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$363K
|
-$23K
|
-1,500
|
-6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$344K
|
-$291K
|
-19,016
|
-44%
|
|
|
12
|
Fiduciary Trust
Boston,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$259K
|
-$22K
|
-1,437
|
-7%
|
|
|
14
|
Curi RMB Capital
Chicago,
Illinois
|
$214K
|
+$227K
|
+14,848
|
New
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$113K
|
–
|
–
|
–
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$89K
|
+$88.8K
|
+5,803
|
+1,408%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$72K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$60K
|
-$13K
|
-850
|
-17%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25K
|
+$12.5K
|
+816
|
+87%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
21
|
|
$22K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$18K
|
+$18.7K
|
+1,225
|
New
|
|
|
23
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Windsor Capital Management
Phoenix,
Arizona
|
$4K
|
+$4.59K
|
+300
|
New
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$410K
|
-25,674
|
Closed
|
|
