|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$8.9M
|
+$2.08M
|
+229,939
|
+29%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$6.54M
|
+$1.12M
|
+123,813
|
+20%
|
|
|
3
|
|
$5.02M
|
-$415K
|
-45,869
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.26M
|
+$191K
|
+21,099
|
+9%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.98M
|
-$643K
|
-71,185
|
-24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
+$170K
|
+18,823
|
+11%
|
|
|
7
|
Whipplewood Advisors
Littleton,
Colorado
|
$1.29M
|
+$1.34M
|
+147,889
|
New
|
|
|
8
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.22M
|
+$419K
|
+46,399
|
+49%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.01M
|
-$1.14M
|
-126,407
|
-52%
|
|
|
10
|
|
$710K
|
+$737K
|
+81,522
|
New
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$696K
|
-$1.18K
|
-130
|
-0.2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$678K
|
+$205K
|
+22,645
|
+41%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$638K
|
-$31.2K
|
-3,449
|
-4%
|
|
|
14
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$630K
|
–
|
–
|
–
|
|
|
15
|
Logan Stone Capital
Chicago,
Illinois
|
$611K
|
+$88.2K
|
+9,755
|
+16%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$412K
|
-$245K
|
-27,154
|
-36%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$404K
|
+$419K
|
+46,393
|
New
|
|
|
18
|
Anchor Investment Management
Columbia,
South Carolina
|
$373K
|
–
|
–
|
–
|
|
|
19
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$344K
|
+$357K
|
+39,500
|
New
|
|
|
20
|
Financial Counselors Inc
Overland Park,
Kansas
|
$337K
|
–
|
–
|
–
|
|
|
21
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$304K
|
+$9.31K
|
+1,030
|
+3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$281K
|
–
|
–
|
–
|
|
|
23
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$273K
|
+$6.78K
|
+750
|
+2%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$267K
|
+$9.04K
|
+1,000
|
+3%
|
|
|
25
|
Lee Financial
Dallas,
Texas
|
$253K
|
–
|
–
|
–
|
|
