|
1
|
|
$10.1M
|
-$9.37M
|
-30,589
|
-47%
|
|
|
2
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.13M
|
+$7.34M
|
+23,961
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.53M
|
-$1.2M
|
-3,902
|
-17%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.13M
|
+$838K
|
+2,736
|
+35%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
+$2.57M
|
+8,391
|
New
|
|
|
6
|
|
$2.05M
|
+$2.11M
|
+6,898
|
New
|
|
|
7
|
Macroview Investment Management
Bethesda,
Maryland
|
$1.87M
|
-$1.18M
|
-3,856
|
-38%
|
|
|
8
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.65M
|
+$1.7M
|
+5,553
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.63M
|
+$706K
|
+2,306
|
+73%
|
|
|
10
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.23M
|
-$186K
|
-608
|
-13%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$611K
|
-$386K
|
-1,259
|
-38%
|
|
|
12
|
Brown Brothers Harriman & Co
New York
|
$595K
|
–
|
–
|
–
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$574K
|
+$279K
|
+911
|
+89%
|
|
|
14
|
CMT Trading
Chicago,
Illinois
|
$495K
|
+$509K
|
+1,663
|
New
|
|
|
15
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$475K
|
+$490K
|
+1,600
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$297K
|
+$306K
|
+999
|
New
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$282K
|
-$97.7K
|
-319
|
-25%
|
|
|
18
|
Oppenheimer & Co
New York
|
$268K
|
-$23K
|
-75
|
-8%
|
|
|
19
|
Breithorn Capital Management
New York
|
$268K
|
+$276K
|
+900
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$239K
|
-$20.2K
|
-66
|
-8%
|
|
|
21
|
Syntal Capital Partners
Midland,
Texas
|
$215K
|
-$181K
|
-592
|
-45%
|
|
|
22
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$131K
|
+$135K
|
+440
|
New
|
|
|
23
|
Duncker Streett & Co
St. Louis,
Missouri
|
$95K
|
-$306
|
-1
|
-0.3%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$78K
|
-$24.5K
|
-80
|
-23%
|
|
|
25
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$45K
|
-$45.9K
|
-150
|
-50%
|
|
