|
1
|
UBS Group
Zurich,
Switzerland
|
$2.16M
|
+$217K
|
+21,822
|
+11%
|
|
|
2
|
|
$1.78M
|
+$99.8K
|
+10,015
|
+6%
|
|
|
3
|
Penbrook Management
New York
|
$996K
|
–
|
–
|
–
|
|
|
4
|
Tortoise Investment Management
White Plains,
New York
|
$694K
|
-$1.47M
|
-147,295
|
-68%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$376K
|
-$10
|
-1
|
-0%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$376K
|
+$4.6K
|
+462
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$245K
|
+$66.4K
|
+6,664
|
+37%
|
|
|
8
|
|
$244K
|
-$12K
|
-1,200
|
-5%
|
|
|
9
|
|
$206K
|
+$89.7K
|
+9,000
|
+77%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$176K
|
–
|
–
|
–
|
|
|
11
|
Bruderman Asset Management
Locust Valley,
New York
|
$162K
|
–
|
–
|
–
|
|
|
12
|
Axiom Investment Management
New York
|
$128K
|
+$1.15K
|
+115
|
+0.9%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102K
|
–
|
–
|
–
|
|
|
15
|
Pathstone Family Office
Englewood,
New Jersey
|
$38K
|
–
|
–
|
–
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$24K
|
+$24.4K
|
+2,449
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
+$60
|
+6
|
+0.3%
|
|
|
18
|
Squar Milner Financial Services
Irvine,
California
|
$20K
|
–
|
–
|
–
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$14.7K
|
–
|
–
|
–
|
|
|
20
|
M&R Capital Management
Summit,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
+$4.92K
|
+494
|
New
|
|
|
22
|
|
$1K
|
–
|
–
|
–
|
|
|
23
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$10K
|
-1,000
|
Closed
|
|
