|
1
|
Tortoise Investment Management
White Plains,
New York
|
$22.6M
|
+$607K
|
+28,628
|
+3%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$15.8M
|
+$689K
|
+32,497
|
+5%
|
|
|
3
|
Janus Henderson Investors US
Denver,
Colorado
|
$5.03M
|
+$29K
|
+1,368
|
+0.6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.96M
|
+$329K
|
+15,519
|
+21%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
+$345K
|
+16,239
|
+27%
|
|
|
6
|
|
$1.18M
|
+$51K
|
+2,404
|
+5%
|
|
|
7
|
Horizon Kinetics
New York
|
$1.17M
|
+$1.15M
|
+53,982
|
New
|
|
|
8
|
|
$982K
|
-$86.3K
|
-4,066
|
-8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$804K
|
-$2.2M
|
-103,471
|
-74%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$628K
|
+$59.9K
|
+2,822
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$513K
|
+$19.4K
|
+916
|
+4%
|
|
|
12
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$476K
|
–
|
–
|
–
|
|
|
13
|
Optimum Investment Advisors
Chicago,
Illinois
|
$442K
|
+$636
|
+30
|
+0.1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$419K
|
+$30.8K
|
+1,453
|
+8%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$279K
|
-$8.13K
|
-383
|
-3%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$251K
|
–
|
–
|
–
|
|
|
17
|
Alpha Cubed Investments
Irvine,
California
|
$235K
|
+$231K
|
+10,872
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$232K
|
+$19.4K
|
+916
|
+9%
|
|
|
19
|
Doliver Advisors
Houston,
Texas
|
$201K
|
-$40.7K
|
-1,918
|
-17%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$126K
|
–
|
–
|
–
|
|
|
21
|
Proficio Capital Partners
Newton,
Massachusetts
|
$102K
|
–
|
–
|
–
|
|
|
22
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$28K
|
+$27.6K
|
+1,300
|
New
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Oxbow Advisors
Austin,
Texas
|
–
|
-$3.62M
|
-172,848
|
Closed
|
|
