|
1
|
|
$2.63M
|
+$58.5K
|
+6,493
|
+2%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$1.76M
|
+$1.17M
|
+130,019
|
+201%
|
|
|
3
|
Tortoise Investment Management
White Plains,
New York
|
$1.24M
|
-$18K
|
-2,000
|
-1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$244K
|
+27,100
|
+25%
|
|
|
5
|
WhitTier Trust Company
Reno,
Nevada
|
$866K
|
+$828K
|
+91,939
|
+2,419%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$819K
|
-$163K
|
-18,051
|
-17%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$781K
|
-$140K
|
-15,550
|
-15%
|
|
|
8
|
Whittier Trust
South Pasadena,
California
|
$745K
|
+$261K
|
+29,025
|
+54%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$598K
|
+$6.59K
|
+732
|
+1%
|
|
|
10
|
|
$199K
|
-$104K
|
-11,500
|
-34%
|
|
|
11
|
Baird
Milwaukee,
Wisconsin
|
$183K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$165K
|
+$72
|
+8
|
+0%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$149K
|
-$62.1K
|
-6,900
|
-29%
|
|
|
14
|
KMS Financial Services
Seattle,
Washington
|
$149K
|
+$149K
|
+16,500
|
New
|
|
|
15
|
Stratford Consulting
Addison,
Texas
|
$147K
|
+$1.91K
|
+212
|
+1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$129K
|
–
|
–
|
–
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$124K
|
-$65.7K
|
-7,300
|
-35%
|
|
|
18
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$109K
|
+$108K
|
+12,000
|
New
|
|
|
19
|
City Holding Co
Charleston,
West Virginia
|
$98K
|
+$97.1K
|
+10,780
|
New
|
|
|
20
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$90K
|
–
|
–
|
–
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$86K
|
+$41K
|
+4,555
|
+92%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58K
|
–
|
–
|
–
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$54K
|
–
|
–
|
–
|
|
|
24
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$38K
|
–
|
–
|
–
|
|
|
25
|
Kanaly Trust
Houston,
Texas
|
$10K
|
+$10.3K
|
+1,147
|
New
|
|
