|
1
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.26M
|
-$53.8K
|
-4,000
|
-4%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$715K
|
+$193K
|
+14,345
|
+36%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$680K
|
-$526K
|
-39,089
|
-43%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$604K
|
+$1.13K
|
+84
|
+0.2%
|
|
|
5
|
Granite Investment Partners
El Segundo,
California
|
$560K
|
+$3.63K
|
+270
|
+0.6%
|
|
|
6
|
Martin Capital Partners
Eugene,
Oregon
|
$501K
|
-$1.34K
|
-100
|
-0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$462K
|
-$136K
|
-10,095
|
-22%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$275K
|
+$11.6K
|
+865
|
+4%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$221K
|
+$226K
|
+16,814
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$172K
|
-$64.6K
|
-4,800
|
-27%
|
|
|
11
|
|
$169K
|
–
|
–
|
–
|
|
|
12
|
American Portfolios Advisors
Holbrook,
New York
|
$167K
|
–
|
–
|
–
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$153K
|
+$156K
|
+11,629
|
New
|
|
|
14
|
Founders Capital Management (Texas)
Houston,
Texas
|
$64K
|
-$6.05K
|
-450
|
-9%
|
|
|
15
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$63K
|
+$64.2K
|
+4,775
|
New
|
|
|
16
|
SeaCrest Wealth Management
Purchase,
New York
|
$33K
|
–
|
–
|
–
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$30K
|
–
|
–
|
–
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20K
|
+$20.2K
|
+1,500
|
New
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
20
|
M&R Capital Management
Summit,
New Jersey
|
$17K
|
-$257K
|
-19,079
|
-94%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
-$13.4K
|
-1,000
|
-50%
|
|
|
22
|
Financial Management Professionals
Austin,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
+$8.3K
|
+617
|
New
|
|
|
24
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$681K
|
-50,510
|
Closed
|
|
|
25
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$194K
|
-14,350
|
Closed
|
|
