|
1
|
|
$10.5M
|
+$9.01M
|
+345,474
|
+583%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.25M
|
+$542K
|
+20,793
|
+9%
|
|
|
3
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.9M
|
-$178K
|
-6,825
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.91M
|
-$30.1K
|
-1,153
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.75M
|
-$2.25M
|
-86,133
|
-56%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$1.57M
|
-$337K
|
-12,911
|
-18%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$1.3M
|
–
|
–
|
–
|
|
|
8
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.22M
|
+$6.44K
|
+247
|
+0.5%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.04M
|
-$2.86M
|
-109,708
|
-73%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$879K
|
-$113K
|
-4,325
|
-11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$856K
|
-$597K
|
-22,897
|
-41%
|
|
|
12
|
Hollencrest Capital Management
Newport Beach,
California
|
$839K
|
+$387K
|
+14,837
|
+86%
|
|
|
13
|
|
$836K
|
-$69.8K
|
-2,677
|
-8%
|
|
|
14
|
Kalos Management
Alpharetta,
Georgia
|
$783K
|
-$5.38K
|
-206
|
-0.7%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$761K
|
+$23.9K
|
+915
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$715K
|
+$25.5K
|
+979
|
+4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$621K
|
-$1.59M
|
-61,093
|
-72%
|
|
|
18
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$527K
|
+$530K
|
+20,301
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$486K
|
+$489K
|
+18,734
|
New
|
|
|
20
|
Neuburgh Advisers
Los Angeles,
California
|
$471K
|
–
|
–
|
–
|
|
|
21
|
Flinton Capital Management
Philadelphia,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
22
|
LifePlan Financial Group
Dayton,
Ohio
|
$377K
|
-$45.2K
|
-1,731
|
-11%
|
|
|
23
|
First United Bank & Trust
Oakland,
Maryland
|
$334K
|
-$11.3K
|
-435
|
-3%
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$321K
|
–
|
–
|
–
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
