|
1
|
Wells Fargo
San Francisco,
California
|
$8.76M
|
+$45.1K
|
+2,423
|
+0.5%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$7.71M
|
+$211K
|
+11,322
|
+3%
|
|
|
3
|
City of London Investment Management
London,
United Kingdom
|
$1.79M
|
-$52K
|
-2,789
|
-3%
|
|
|
4
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.6M
|
+$21.5K
|
+1,156
|
+1%
|
|
|
5
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$854K
|
+$8.38K
|
+450
|
New
|
|
|
6
|
|
$345K
|
-$60.5K
|
-3,247
|
-15%
|
|
|
7
|
MSI Financial Services
Springfield,
Massachusetts
|
$317K
|
-$37.5K
|
-2,014
|
-11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$256K
|
+$251K
|
+13,460
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$158K
|
-$2.27K
|
-122
|
-1%
|
|
|
10
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$66K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$56K
|
+$23.6K
|
+1,265
|
+74%
|
|
|
12
|
First Personal Financial Services
Charlotte,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
13
|
|
$45K
|
+$5.33K
|
+286
|
+13%
|
|
|
14
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$44K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
16
|
American International Group
New York
|
$24.6K
|
–
|
–
|
–
|
|
|
17
|
Harfst & Associates
Sheridan,
Wyoming
|
$23K
|
+$22.4K
|
+1,200
|
New
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$17K
|
+$5.59K
|
+300
|
+50%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$16K
|
+$6.18K
|
+332
|
+66%
|
|
|
21
|
Howe & Rusling
Rochester,
New York
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4K
|
-$60.5K
|
-3,250
|
-94%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
+$1.4K
|
+75
|
New
|
|
