|
1
|
Wells Fargo
San Francisco,
California
|
$9.32M
|
-$11.8K
|
-703
|
-0.1%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$6.99M
|
-$19K
|
-1,130
|
-0.3%
|
|
|
3
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.3M
|
-$82.2K
|
-4,875
|
-6%
|
|
|
4
|
Lazard Asset Management
New York
|
$863K
|
+$880K
|
+52,198
|
New
|
|
|
5
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$683K
|
-$33.7K
|
-2,000
|
-5%
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$412K
|
-$102K
|
-6,031
|
-19%
|
|
|
7
|
|
$253K
|
-$4.72K
|
-280
|
-2%
|
|
|
8
|
Landscape Capital Management
Englewood,
New Jersey
|
$250K
|
-$210K
|
-12,473
|
-45%
|
|
|
9
|
MSI Financial Services
Springfield,
Massachusetts
|
$125K
|
-$202K
|
-11,960
|
-61%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$110K
|
+$55.6K
|
+3,300
|
+98%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$104K
|
-$65.7K
|
-3,901
|
-38%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64K
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$58K
|
–
|
–
|
–
|
|
|
14
|
First Personal Financial Services
Charlotte,
North Carolina
|
$39K
|
–
|
–
|
–
|
|
|
15
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$34K
|
-$4.58K
|
-272
|
-12%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$26K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$20K
|
+$21.8K
|
+1,295
|
New
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Howe & Rusling
Rochester,
New York
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$8K
|
+$7.79K
|
+462
|
New
|
|
|
22
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$7K
|
+$6.74K
|
+400
|
+889%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
+$1.69K
|
+100
|
New
|
|
