|
1
|
|
$4.23M
|
-$68K
|
-4,630
|
-2%
|
|
|
2
|
Scharf Investments
Los Gatos,
California
|
$2.74M
|
-$168K
|
-11,449
|
-6%
|
|
|
3
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.11M
|
+$78K
|
+5,310
|
+4%
|
|
|
4
|
Tortoise Investment Management
White Plains,
New York
|
$2.06M
|
-$56K
|
-3,815
|
-3%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$1.52M
|
+$125K
|
+8,514
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.48M
|
+$81K
|
+5,516
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$984K
|
-$7.77K
|
-529
|
-0.8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$982K
|
+$45.4K
|
+3,088
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$931K
|
-$1.47K
|
-100
|
-0.2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$880K
|
+$7.35K
|
+500
|
+0.9%
|
|
|
11
|
VanEck Associates
New York
|
$699K
|
+$30.8K
|
+2,096
|
+5%
|
|
|
12
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$582K
|
–
|
–
|
–
|
|
|
13
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$519K
|
–
|
–
|
–
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$492K
|
+$41.8K
|
+2,845
|
+9%
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$422K
|
-$225K
|
-15,300
|
-35%
|
|
|
16
|
Ancora Advisors
Cleveland,
Ohio
|
$362K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$361K
|
+$20.2K
|
+1,373
|
+6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$351K
|
+$309
|
+21
|
+0.1%
|
|
|
19
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$251K
|
–
|
–
|
–
|
|
|
20
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$237K
|
+$233K
|
+15,891
|
New
|
|
|
21
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$234K
|
-$30.7K
|
-2,090
|
-12%
|
|
|
22
|
Vivaldi Capital Management
Chicago,
Illinois
|
$232K
|
+$228K
|
+15,531
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$223K
|
-$88.3K
|
-6,011
|
-29%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$223K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$220K
|
+$18.2K
|
+1,242
|
+9%
|
|
