|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$8.29M
|
+$591K
|
+47,300
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.02M
|
+$1.45M
|
+116,040
|
+107%
|
|
|
3
|
City of London Investment Management
London,
United Kingdom
|
$232K
|
-$517K
|
-41,318
|
-71%
|
|
|
4
|
First Allied Advisory Services
San Diego,
California
|
$201K
|
–
|
–
|
–
|
|
|
5
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$176K
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$161K
|
+$738
|
+59
|
+0.5%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$149K
|
+$1.45K
|
+116
|
+1%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$148K
|
+$563
|
+45
|
+0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$148K
|
+$1.48K
|
+118
|
+1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$146K
|
-$6.13K
|
-490
|
-4%
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$136K
|
+$65.4K
|
+5,233
|
+106%
|
|
|
12
|
|
$132K
|
+$24.7K
|
+1,976
|
+25%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$112K
|
-$9.16K
|
-733
|
-8%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$108K
|
+$52.6K
|
+4,207
|
+108%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$75K
|
+$188
|
+15
|
+0.3%
|
|
|
16
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$30K
|
–
|
–
|
–
|
|
|
17
|
Wolverine Asset Management
Chicago,
Illinois
|
$18K
|
+$17.4K
|
+1,393
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
+$3.61K
|
+289
|
+48%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
20
|
|
$4K
|
+$425
|
+34
|
+12%
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3K
|
+$100
|
+8
|
+3%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$2K
|
+$2.11K
|
+169
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$277K
|
-23,699
|
Closed
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$40K
|
-3,424
|
Closed
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$4K
|
-328
|
Closed
|
|
