|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
+$3.37M
|
+157,124
|
+21%
|
|
|
2
|
|
$13.9M
|
+$1.5M
|
+69,869
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$171K
|
+7,989
|
+1%
|
|
|
4
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$11.2M
|
+$2.98M
|
+139,005
|
+36%
|
|
|
5
|
Janus Henderson Group
London,
|
$8.98M
|
+$1.25M
|
+58,468
|
+16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.84M
|
-$831K
|
-38,794
|
-9%
|
|
|
7
|
National Planning Corporation
El Segundo,
California
|
$6.91M
|
-$782K
|
-36,472
|
-10%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$5.28M
|
+$1.29M
|
+60,218
|
+32%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.82M
|
-$4.64M
|
-216,581
|
-49%
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.44M
|
+$1.04M
|
+48,626
|
+31%
|
|
|
11
|
|
$4.38M
|
+$17.5K
|
+817
|
+0.4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.2M
|
+$293K
|
+13,691
|
+10%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.28M
|
+$58.3K
|
+2,719
|
+3%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$1.81M
|
-$685K
|
-31,957
|
-27%
|
|
|
15
|
|
$1.8M
|
–
|
–
|
–
|
|
|
16
|
Horizon Kinetics
New York
|
$1.4M
|
+$475K
|
+22,177
|
+52%
|
|
|
17
|
Doliver Advisors
Houston,
Texas
|
$1.12M
|
-$773K
|
-36,056
|
-41%
|
|
|
18
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$776K
|
–
|
–
|
–
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$625K
|
+$624K
|
+29,103
|
New
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$569K
|
–
|
–
|
–
|
|
|
21
|
B. Riley Financial
Los Angeles,
California
|
$533K
|
-$8.57K
|
-400
|
-2%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$529K
|
+$11.7K
|
+544
|
+2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$523K
|
+$26.6K
|
+1,243
|
+5%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$488K
|
–
|
–
|
–
|
|
|
25
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$472K
|
–
|
–
|
–
|
|
