|
1
|
|
$4.6M
|
+$143K
|
+10,181
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$29.5K
|
+2,107
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
-$76.3K
|
-5,443
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$955K
|
-$73.7K
|
-5,261
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$941K
|
+$301K
|
+21,504
|
+45%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$706K
|
+$12.7K
|
+903
|
+2%
|
|
|
7
|
Koshinski Asset Management
Decatur,
Illinois
|
$697K
|
+$99.5K
|
+7,100
|
+16%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$696K
|
+$161K
|
+11,470
|
+29%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$651K
|
+$84K
|
+5,993
|
+14%
|
|
|
10
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$510K
|
–
|
–
|
–
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$508K
|
+$48K
|
+3,424
|
+10%
|
|
|
12
|
Landscape Capital Management
Englewood,
New Jersey
|
$501K
|
+$518K
|
+36,941
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$460K
|
+$124K
|
+8,873
|
+35%
|
|
|
14
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$347K
|
–
|
–
|
–
|
|
|
15
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$325K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$280K
|
-$37.6K
|
-2,685
|
-11%
|
|
|
17
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$271K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$244K
|
-$349K
|
-24,905
|
-58%
|
|
|
20
|
VanEck Associates
New York
|
$241K
|
+$36.5K
|
+2,602
|
+17%
|
|
|
21
|
|
$235K
|
-$3.67K
|
-262
|
-1%
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$217K
|
–
|
–
|
–
|
|
|
23
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$216K
|
+$1.53K
|
+109
|
+0.7%
|
|
|
24
|
Richard C. Young & Co
Newport,
Rhode Island
|
$192K
|
+$1.6K
|
+114
|
+0.8%
|
|
|
25
|
Great Lakes Advisors
Chicago,
Illinois
|
$170K
|
–
|
–
|
–
|
|
