|
1
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.87M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.83M
|
+$220K
|
+13,932
|
+14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$757K
|
-$13.6K
|
-864
|
-2%
|
|
|
4
|
Granite Investment Partners
El Segundo,
California
|
$749K
|
+$2.73K
|
+173
|
+0.4%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$701K
|
-$137K
|
-8,711
|
-17%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$577K
|
-$72.9K
|
-4,623
|
-12%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$492K
|
-$43.6K
|
-2,768
|
-8%
|
|
|
8
|
|
$326K
|
-$206K
|
-13,055
|
-40%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
10
|
|
$216K
|
-$1.14M
|
-72,165
|
-85%
|
|
|
11
|
|
$193K
|
+$185K
|
+11,744
|
New
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$172K
|
-$7.7K
|
-488
|
-4%
|
|
|
13
|
M&R Capital Management
Summit,
New Jersey
|
$141K
|
-$137K
|
-8,700
|
-50%
|
|
|
14
|
Founders Capital Management (Texas)
Houston,
Texas
|
$141K
|
–
|
–
|
–
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$38K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
17
|
Financial Management Professionals
Austin,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$15K
|
–
|
–
|
–
|
|
|
19
|
Next Financial Group
Houston,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
-$132K
|
-8,365
|
-98%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$2K
|
-$17.3K
|
-1,100
|
-92%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$2K
|
–
|
–
|
–
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$22K
|
-1,500
|
Closed
|
|
