|
1
|
Wells Fargo
San Francisco,
California
|
$22.7M
|
+$359K
|
+19,548
|
+2%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$16.4M
|
+$766K
|
+41,645
|
+5%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$9.37M
|
-$637K
|
-34,629
|
-7%
|
|
|
4
|
M&R Capital Management
Summit,
New Jersey
|
$2.51M
|
-$50.6K
|
-2,750
|
-2%
|
|
|
5
|
|
$2.25M
|
+$158K
|
+8,602
|
+8%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$1.11M
|
+$64K
|
+3,480
|
+6%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.04M
|
+$121K
|
+6,561
|
+14%
|
|
|
8
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$779K
|
–
|
–
|
–
|
|
|
9
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$671K
|
–
|
–
|
–
|
|
|
10
|
Landscape Capital Management
Englewood,
New Jersey
|
$527K
|
+$3.14K
|
+171
|
+0.6%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$498K
|
-$12.1K
|
-659
|
-2%
|
|
|
12
|
Sanders Morris Harris
Houston,
Texas
|
$379K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$295K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$282K
|
-$6.91K
|
-376
|
-2%
|
|
|
15
|
|
$254K
|
-$40.7K
|
-2,213
|
-14%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$229K
|
-$58.1K
|
-3,161
|
-21%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$199K
|
-$13.6K
|
-738
|
-7%
|
|
|
18
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$199K
|
+$625
|
+34
|
+0.3%
|
|
|
19
|
Point View Wealth Management
Summit,
New Jersey
|
$196K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$84K
|
-$168K
|
-9,163
|
-68%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$74K
|
-$44.3K
|
-2,410
|
-39%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
+$864
|
+47
|
+1%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$58K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54K
|
-$14.6K
|
-796
|
-22%
|
|
|
25
|
|
$40K
|
-$6.03K
|
-328
|
-13%
|
|
