|
1
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.29M
|
+$1.33M
|
+111,367
|
New
|
|
|
2
|
Wolverine Asset Management
Chicago,
Illinois
|
$790K
|
+$38K
|
+3,185
|
+5%
|
|
|
3
|
SII Investments
Appleton,
Wisconsin
|
$698K
|
–
|
–
|
–
|
|
|
4
|
Cornerstone Advisors
Asheville,
North Carolina
|
$679K
|
+$114K
|
+9,585
|
+20%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$555K
|
+$573K
|
+48,042
|
New
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$451K
|
-$70.3K
|
-5,900
|
-13%
|
|
|
7
|
Doliver Advisors
Houston,
Texas
|
$423K
|
-$177K
|
-14,844
|
-29%
|
|
|
8
|
|
$351K
|
+$320K
|
+26,881
|
+767%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$293K
|
+$302K
|
+25,373
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$289K
|
+$33.8K
|
+2,835
|
+13%
|
|
|
11
|
|
$276K
|
-$111K
|
-9,281
|
-28%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$228K
|
-$578K
|
-48,493
|
-71%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$196K
|
+$15.6K
|
+1,306
|
+8%
|
|
|
14
|
Landscape Capital Management
Englewood,
New Jersey
|
$175K
|
+$181K
|
+15,173
|
New
|
|
|
15
|
Bangor Savings Bank
Bangor,
Maine
|
$148K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$123K
|
-$171K
|
-14,325
|
-57%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$87K
|
+$87K
|
+7,300
|
+3,106%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$71K
|
-$12
|
-1
|
-0%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$28K
|
+$8.11K
|
+680
|
+40%
|
|
|
20
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Thompson Davis & Co
Richmond,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$5K
|
+$1.59K
|
+133
|
+41%
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Saba Capital Management
New York
|
–
|
-$3.78M
|
-311,225
|
Closed
|
|
