|
1
|
Wells Fargo
San Francisco,
California
|
$9.31M
|
+$10K
|
+601
|
+0.1%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$7.25M
|
+$277K
|
+16,555
|
+4%
|
|
|
3
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.3M
|
–
|
–
|
–
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$681K
|
–
|
–
|
–
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$672K
|
+$264K
|
+15,769
|
+63%
|
|
|
6
|
Landscape Capital Management
Englewood,
New Jersey
|
$259K
|
+$9.96K
|
+596
|
+4%
|
|
|
7
|
|
$258K
|
+$5.52K
|
+330
|
+2%
|
|
|
8
|
Curi RMB Capital
Chicago,
Illinois
|
$176K
|
+$179K
|
+10,690
|
New
|
|
|
9
|
MSI Financial Services
Springfield,
Massachusetts
|
$126K
|
+$1.84K
|
+110
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$105K
|
-$5.01K
|
-300
|
-5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
+$29.2K
|
+1,745
|
+45%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$78K
|
-$25.9K
|
-1,550
|
-25%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$58K
|
–
|
–
|
–
|
|
|
14
|
Wolverine Asset Management
Chicago,
Illinois
|
$47K
|
+$48.3K
|
+2,891
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$41K
|
+$17.8K
|
+1,067
|
+76%
|
|
|
16
|
First Personal Financial Services
Charlotte,
North Carolina
|
$39K
|
–
|
–
|
–
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$34K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$26K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$22K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Howe & Rusling
Rochester,
New York
|
$8K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
23
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$7K
|
+$117
|
+7
|
+2%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
-$6.69K
|
-400
|
-90%
|
|
