|
1
|
UBS Group
Zurich,
Switzerland
|
$4.95M
|
+$287K
|
+33,494
|
+6%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$4.7M
|
-$98.5K
|
-11,500
|
-2%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$4.37M
|
-$981K
|
-114,479
|
-19%
|
|
|
4
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.62M
|
-$69.5K
|
-8,114
|
-2%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$3.24M
|
+$32.7K
|
+3,818
|
+1%
|
|
|
6
|
|
$2.24M
|
+$26.3K
|
+3,065
|
+1%
|
|
|
7
|
Penbrook Management
New York
|
$1.87M
|
–
|
–
|
–
|
|
|
8
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$1.03M
|
-$20K
|
-2,335
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$983K
|
+$279K
|
+32,542
|
+41%
|
|
|
10
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$953K
|
-$51.7K
|
-6,032
|
-5%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$870K
|
+$117K
|
+13,711
|
+16%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$828K
|
+$90.2K
|
+10,525
|
+12%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$616K
|
+$31.7K
|
+3,695
|
+6%
|
|
|
14
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$567K
|
+$27.7K
|
+3,236
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$445K
|
+$126K
|
+14,754
|
+41%
|
|
|
16
|
Summit Trail Advisors
New York
|
$413K
|
-$24.9K
|
-2,911
|
-6%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$356K
|
-$20.2K
|
-2,361
|
-5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$288K
|
+$72.1K
|
+8,410
|
+34%
|
|
|
19
|
|
$284K
|
+$43.7K
|
+5,106
|
+19%
|
|
|
20
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
21
|
Breakwater Capital Group
Paramus,
New Jersey
|
$257K
|
-$11.5K
|
-1,337
|
-4%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$242K
|
–
|
–
|
–
|
|
|
23
|
Virtue Asset Management
Barrington,
Illinois
|
$196K
|
–
|
–
|
–
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$166K
|
+$1.68K
|
+196
|
+1%
|
|
|
25
|
Arax Advisory Partners
Denver,
Colorado
|
$163K
|
+$160K
|
+18,652
|
New
|
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