|
1
|
UBS Group
Zurich,
Switzerland
|
$2.08M
|
-$57.3K
|
-5,537
|
-3%
|
|
|
2
|
|
$2.04M
|
+$95.3K
|
+9,216
|
+5%
|
|
|
3
|
Penbrook Management
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$475K
|
+$54.5K
|
+5,272
|
+13%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$400K
|
+$2.49K
|
+241
|
+0.6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$317K
|
+$31K
|
+2,998
|
+11%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$257K
|
-$112K
|
-10,786
|
-31%
|
|
|
8
|
Atlas Private Wealth Management
Albany,
New York
|
$175K
|
+$173K
|
+16,739
|
New
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$168K
|
–
|
–
|
–
|
|
|
10
|
Axiom Investment Management
New York
|
$137K
|
+$1.55K
|
+150
|
+1%
|
|
|
11
|
|
$122K
|
–
|
–
|
–
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$115K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$107K
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$60K
|
–
|
–
|
–
|
|
|
15
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$52K
|
+$51.7K
|
+5,000
|
New
|
|
|
16
|
Bourgeon Capital Management
Darien,
Connecticut
|
$49K
|
–
|
–
|
–
|
|
|
17
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$45.6K
|
+$45K
|
+4,350
|
New
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$36K
|
+$13K
|
+1,259
|
+60%
|
|
|
19
|
Pathstone Family Office
Englewood,
New Jersey
|
$35K
|
-$5K
|
-483
|
-13%
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
21
|
Squar Milner Financial Services
Irvine,
California
|
$20K
|
+$20.7K
|
+2,000
|
New
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$15.5K
|
–
|
–
|
–
|
|
|
23
|
M&R Capital Management
Summit,
New Jersey
|
$9K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
25
|
|
$2K
|
–
|
–
|
–
|
|
