|
1
|
Wells Fargo
San Francisco,
California
|
$9.45M
|
+$1.87M
|
+100,047
|
+22%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$6.86M
|
+$19.7K
|
+1,054
|
+0.3%
|
|
|
3
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.41M
|
-$13.1K
|
-700
|
-0.8%
|
|
|
4
|
MSI Financial Services
Springfield,
Massachusetts
|
$308K
|
+$30.4K
|
+1,630
|
+10%
|
|
|
5
|
|
$272K
|
-$37.7K
|
-2,022
|
-11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$211K
|
-$20K
|
-1,074
|
-8%
|
|
|
7
|
Lazard Asset Management
New York
|
$180K
|
+$197K
|
+10,571
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$132K
|
-$9.51K
|
-510
|
-6%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$59K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$57K
|
+$7.46K
|
+400
|
+13%
|
|
|
11
|
|
$43K
|
+$448
|
+24
|
+1%
|
|
|
12
|
First Personal Financial Services
Charlotte,
North Carolina
|
$40K
|
–
|
–
|
–
|
|
|
13
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$39K
|
–
|
–
|
–
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$26K
|
+$28.9K
|
+1,549
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
16
|
American International Group
New York
|
$22K
|
–
|
–
|
–
|
|
|
17
|
Harfst & Associates
Sheridan,
Wyoming
|
$20K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Howe & Rusling
Rochester,
New York
|
$8K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
–
|
–
|
–
|
|
|
24
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$1.79M
|
-96,140
|
Closed
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
–
|
-$16K
|
-834
|
Closed
|
|
