|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$6.85M
|
+$430K
|
+15,857
|
+7%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$5.83M
|
-$67.1K
|
-2,473
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.73M
|
-$2.41M
|
-88,812
|
-47%
|
|
|
4
|
|
$2.27M
|
+$1.51M
|
+55,537
|
+196%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$850K
|
-$31.8K
|
-1,174
|
-4%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$731K
|
-$4.07K
|
-150
|
-0.6%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$518K
|
–
|
–
|
–
|
|
|
8
|
|
$500K
|
-$15.8K
|
-583
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$442K
|
+$66K
|
+2,435
|
+18%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$436K
|
-$126K
|
-4,643
|
-22%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$274K
|
-$10.2K
|
-377
|
-4%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$236K
|
+$27
|
+1
|
+0%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$220K
|
+$220K
|
+8,129
|
New
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$213K
|
–
|
–
|
–
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$138K
|
–
|
–
|
–
|
|
|
16
|
Rockbridge Investment Management
Syracuse,
New York
|
$131K
|
–
|
–
|
–
|
|
|
17
|
Anchor Investment Management
Columbia,
South Carolina
|
$101K
|
–
|
–
|
–
|
|
|
18
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$101K
|
+$271
|
+10
|
+0.3%
|
|
|
19
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Ferris Capital
Marlborough,
Massachusetts
|
–
|
-$2.29M
|
-84,475
|
Closed
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$224K
|
-8,245
|
Closed
|
|
