|
1
|
|
$5.12M
|
-$189K
|
-13,681
|
-4%
|
|
|
2
|
|
$1.36M
|
+$24.2K
|
+1,750
|
+2%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$1.34M
|
-$161K
|
-11,643
|
-11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.31M
|
-$25.8K
|
-1,871
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.01M
|
+$126K
|
+9,095
|
+14%
|
|
|
6
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$807K
|
–
|
–
|
–
|
|
|
7
|
|
$691K
|
-$525K
|
-38,052
|
-43%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$651K
|
-$1.71K
|
-124
|
-0.3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$635K
|
-$58.4K
|
-4,231
|
-8%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$631K
|
-$70.3K
|
-5,094
|
-10%
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$608K
|
+$455K
|
+32,985
|
+296%
|
|
|
12
|
|
$562K
|
-$1.08K
|
-78
|
-0.2%
|
|
|
13
|
Oxbow Advisors
Austin,
Texas
|
$539K
|
+$1.09K
|
+79
|
+0.2%
|
|
|
14
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$518K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$428K
|
-$55.2K
|
-4,000
|
-11%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$412K
|
+$58.5K
|
+4,240
|
+17%
|
|
|
17
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$363K
|
-$67.6K
|
-4,900
|
-16%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$301K
|
+$121K
|
+8,750
|
+67%
|
|
|
19
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$276K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$265K
|
+$1.13K
|
+82
|
+0.4%
|
|
|
21
|
Landscape Capital Management
Englewood,
New Jersey
|
$237K
|
+$238K
|
+17,215
|
New
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$220K
|
–
|
–
|
–
|
|
|
23
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$218K
|
+$5.19K
|
+376
|
+2%
|
|
|
24
|
VanEck Associates
New York
|
$214K
|
+$8.35K
|
+605
|
+4%
|
|
|
25
|
Richard C. Young & Co
Newport,
Rhode Island
|
$190K
|
+$1.73K
|
+125
|
+0.9%
|
|
