|
1
|
Wells Fargo
San Francisco,
California
|
$9.63M
|
+$13.1K
|
+792
|
+0.1%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$7.23M
|
-$8.26K
|
-500
|
-0.1%
|
|
|
3
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.43M
|
–
|
–
|
–
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$742K
|
+$720K
|
+43,550
|
New
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$529K
|
+$511K
|
+30,948
|
New
|
|
|
6
|
Landscape Capital Management
Englewood,
New Jersey
|
$471K
|
+$456K
|
+27,588
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$405K
|
-$11.7K
|
-710
|
-3%
|
|
|
8
|
MSI Financial Services
Springfield,
Massachusetts
|
$333K
|
+$19.8K
|
+1,200
|
+7%
|
|
|
9
|
|
$266K
|
-$2.74K
|
-166
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$174K
|
+$38.8K
|
+2,351
|
+30%
|
|
|
11
|
Wolverine Asset Management
Chicago,
Illinois
|
$134K
|
+$125K
|
+7,544
|
+2,498%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$60K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$57K
|
–
|
–
|
–
|
|
|
15
|
First Personal Financial Services
Charlotte,
North Carolina
|
$40K
|
–
|
–
|
–
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
17
|
|
$29K
|
-$1.98K
|
-120
|
-7%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$26K
|
-$2.56K
|
-155
|
-9%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24K
|
-$83
|
-5
|
-0.4%
|
|
|
20
|
American International Group
New York
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
22
|
Howe & Rusling
Rochester,
New York
|
$9K
|
–
|
–
|
–
|
|
|
23
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
–
|
–
|
–
|
|
