|
1
|
UBS Group
Zurich,
Switzerland
|
$754K
|
-$156K
|
-21,646
|
-15%
|
|
|
2
|
Wolverine Asset Management
Chicago,
Illinois
|
$527K
|
+$597K
|
+83,006
|
New
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$338K
|
+$383K
|
+53,213
|
New
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$324K
|
-$34.9K
|
-4,858
|
-9%
|
|
|
5
|
|
$206K
|
+$18.1K
|
+2,513
|
+8%
|
|
|
6
|
Cornerstone Advisors
Asheville,
North Carolina
|
$197K
|
+$93K
|
+12,941
|
+72%
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$152K
|
+$172K
|
+23,943
|
New
|
|
|
8
|
Aviance Capital Partners
Naples,
Florida
|
$150K
|
-$18K
|
-2,500
|
-10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$144K
|
+$719
|
+100
|
+0.5%
|
|
|
10
|
Landscape Capital Management
Englewood,
New Jersey
|
$123K
|
+$140K
|
+19,420
|
New
|
|
|
11
|
Doliver Advisors
Houston,
Texas
|
$115K
|
+$131K
|
+18,167
|
New
|
|
|
12
|
First Allied Advisory Services
San Diego,
California
|
$108K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$99K
|
-$22.5K
|
-3,125
|
-17%
|
|
|
14
|
Curi RMB Capital
Chicago,
Illinois
|
$79K
|
+$89.3K
|
+12,420
|
New
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$59K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$55K
|
-$21.5K
|
-2,987
|
-26%
|
|
|
17
|
American International Group
New York
|
$38K
|
–
|
–
|
–
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$26K
|
+$29.3K
|
+4,081
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
+$18.5K
|
+2,579
|
+218%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$22K
|
+$25.1K
|
+3,488
|
New
|
|
|
21
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$19K
|
+$21.6K
|
+3,000
|
New
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
23
|
Windsor Capital Management
Phoenix,
Arizona
|
$1K
|
+$1.44K
|
+200
|
New
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$17K
|
-2,053
|
Closed
|
|
