|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
+$225K
|
+8,776
|
+1%
|
|
|
2
|
Gateway Advisory
Westfield,
New Jersey
|
$6.42M
|
+$916K
|
+35,764
|
+17%
|
|
|
3
|
Cribstone Capital Management
Augusta,
Maine
|
$5.31M
|
+$5.3M
|
+206,908
|
New
|
|
|
4
|
|
$3.93M
|
+$3.63M
|
+141,792
|
+1,271%
|
|
|
5
|
Corda Investment Management
Houston,
Texas
|
$3.42M
|
-$195K
|
-7,600
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.02M
|
-$135K
|
-5,288
|
-4%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.59M
|
+$337K
|
+13,140
|
+27%
|
|
|
8
|
|
$1.41M
|
+$8.71K
|
+340
|
+0.6%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.13M
|
-$1.02K
|
-40
|
-0.1%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$714K
|
-$620K
|
-24,192
|
-47%
|
|
|
11
|
Nottingham Advisors
Amherst,
New York
|
$687K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$579K
|
–
|
–
|
–
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$425K
|
–
|
–
|
–
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$270K
|
–
|
–
|
–
|
|
|
15
|
Parasol Investment Management
Westmont,
Illinois
|
$128K
|
-$14.9K
|
-580
|
-10%
|
|
|
16
|
Winfield Associates
Cleveland,
Ohio
|
$109K
|
–
|
–
|
–
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$90K
|
-$29.7K
|
-1,160
|
-25%
|
|
|
18
|
Ironwood Financial
Tucson,
Arizona
|
$47K
|
+$46.8K
|
+1,828
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41K
|
+$41K
|
+1,600
|
New
|
|
|
20
|
Community Bank
Dewitt,
New York
|
$13K
|
-$10.2K
|
-400
|
-44%
|
|
|
21
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$10K
|
+$9.53K
|
+372
|
+1,329%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.25M
|
-49,064
|
Closed
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$1.15M
|
-44,852
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$204K
|
-7,960
|
Closed
|
|
