|
1
|
UBS Group
Zurich,
Switzerland
|
$2.08M
|
-$128K
|
-12,546
|
-6%
|
|
|
2
|
|
$1.89M
|
+$65.3K
|
+6,395
|
+4%
|
|
|
3
|
Penbrook Management
New York
|
$1.12M
|
+$102K
|
+10,000
|
+10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$408K
|
+$24.5K
|
+2,401
|
+6%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$386K
|
+$2.46K
|
+241
|
+0.6%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$359K
|
-$351K
|
-34,358
|
-49%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$277K
|
+$27.3K
|
+2,670
|
+11%
|
|
|
8
|
|
$246K
|
-$2.26K
|
-221
|
-0.9%
|
|
|
9
|
Bruderman Asset Management
Locust Valley,
New York
|
$170K
|
–
|
–
|
–
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$163K
|
-$16.3K
|
-1,600
|
-9%
|
|
|
11
|
Axiom Investment Management
New York
|
$132K
|
+$1.15K
|
+113
|
+0.9%
|
|
|
12
|
|
$118K
|
-$91.9K
|
-9,000
|
-44%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$112K
|
-$15.3K
|
-1,500
|
-12%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$104K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$58K
|
+$58.7K
|
+5,750
|
New
|
|
|
16
|
Bourgeon Capital Management
Darien,
Connecticut
|
$48K
|
+$48.2K
|
+4,723
|
New
|
|
|
17
|
Pathstone Family Office
Englewood,
New Jersey
|
$39K
|
–
|
–
|
–
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
+$71
|
+7
|
+0.3%
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$15K
|
–
|
–
|
–
|
|
|
21
|
M&R Capital Management
Summit,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
23
|
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Squar Milner Financial Services
Irvine,
California
|
–
|
-$20K
|
-2,000
|
Closed
|
|
