|
1
|
|
$3.96M
|
-$189K
|
-12,789
|
-5%
|
|
|
2
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.38M
|
+$323K
|
+21,840
|
+15%
|
|
|
3
|
Scharf Investments
Los Gatos,
California
|
$2.23M
|
-$459K
|
-31,045
|
-17%
|
|
|
4
|
Tortoise Investment Management
White Plains,
New York
|
$1.83M
|
-$186K
|
-12,608
|
-9%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$1.82M
|
+$332K
|
+22,459
|
+22%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.71M
|
+$263K
|
+17,809
|
+18%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
+$165K
|
+11,159
|
+18%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$950K
|
-$14.5K
|
-979
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$944K
|
-$19K
|
-1,283
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$838K
|
-$25.6K
|
-1,730
|
-3%
|
|
|
11
|
VanEck Associates
New York
|
$657K
|
-$27.7K
|
-1,871
|
-4%
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$617K
|
+$206K
|
+13,923
|
+49%
|
|
|
13
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$509K
|
–
|
–
|
–
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$393K
|
-$89.7K
|
-6,070
|
-18%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$388K
|
+$180K
|
+12,200
|
+86%
|
|
|
16
|
Ancora Advisors
Cleveland,
Ohio
|
$355K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$354K
|
–
|
–
|
–
|
|
|
18
|
Vivaldi Capital Management
Chicago,
Illinois
|
$293K
|
+$66.4K
|
+4,490
|
+29%
|
|
|
19
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$246K
|
+$28.3K
|
+1,913
|
+13%
|
|
|
21
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$237K
|
+$239K
|
+16,188
|
New
|
|
|
22
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$232K
|
+$44
|
+3
|
+0%
|
|
|
23
|
Financial Enhancement Group
Anderson,
Indiana
|
$231K
|
+$21.6K
|
+1,461
|
+10%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$219K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$217K
|
+$1.12K
|
+76
|
+0.5%
|
|
