|
1
|
Tortoise Investment Management
White Plains,
New York
|
$2.17M
|
-$669K
|
-69,257
|
-24%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.95M
|
+$137K
|
+14,156
|
+8%
|
|
|
3
|
|
$1.69M
|
+$107K
|
+11,052
|
+7%
|
|
|
4
|
Penbrook Management
New York
|
$1M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$377K
|
-$143K
|
-14,828
|
-28%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$373K
|
+$14.9K
|
+1,538
|
+4%
|
|
|
7
|
|
$257K
|
+$17.2K
|
+1,783
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$179K
|
-$4.83K
|
-500
|
-3%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$176K
|
+$170K
|
+17,600
|
New
|
|
|
10
|
Bruderman Asset Management
Locust Valley,
New York
|
$163K
|
–
|
–
|
–
|
|
|
11
|
Axiom Investment Management
New York
|
$127K
|
+$764
|
+79
|
+0.6%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$125K
|
+$14.5K
|
+1,500
|
+14%
|
|
|
13
|
|
$116K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102K
|
–
|
–
|
–
|
|
|
15
|
Pathstone Family Office
Englewood,
New Jersey
|
$38K
|
+$37K
|
+3,827
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
+$68
|
+7
|
+0.3%
|
|
|
17
|
Squar Milner Financial Services
Irvine,
California
|
$20K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$14.8K
|
–
|
–
|
–
|
|
|
19
|
SeaCrest Wealth Management
Purchase,
New York
|
$10K
|
–
|
–
|
–
|
|
|
20
|
M&R Capital Management
Summit,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
21
|
|
$1K
|
–
|
–
|
–
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$101K
|
-10,606
|
Closed
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$99K
|
-10,324
|
Closed
|
|
|
24
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$12K
|
-1,300
|
Closed
|
|
