|
1
|
|
$3.16M
|
+$394K
|
+40,866
|
+14%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$2.21M
|
-$139K
|
-14,414
|
-6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.34M
|
-$7.22K
|
-750
|
-0.5%
|
|
|
4
|
Whittier Trust
South Pasadena,
California
|
$1.25M
|
+$250K
|
+25,981
|
+25%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$1.15M
|
-$154K
|
-16,000
|
-12%
|
|
|
6
|
WhitTier Trust Company
Reno,
Nevada
|
$1M
|
+$53.1K
|
+5,511
|
+6%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$975K
|
+$127K
|
+13,147
|
+15%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$942K
|
-$55.9K
|
-5,805
|
-6%
|
|
|
9
|
Kempner Capital Management
Galveston,
Texas
|
$678K
|
+$669K
|
+69,427
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$660K
|
+$43K
|
+4,461
|
+7%
|
|
|
11
|
|
$447K
|
+$48.2K
|
+5,000
|
+12%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$286K
|
–
|
–
|
–
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$271K
|
-$4.33K
|
-450
|
-2%
|
|
|
14
|
Baird
Milwaukee,
Wisconsin
|
$197K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$180K
|
-$100K
|
-10,422
|
-36%
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$174K
|
+$78.9K
|
+8,191
|
+85%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$164K
|
–
|
–
|
–
|
|
|
18
|
Stratford Consulting
Addison,
Texas
|
$162K
|
+$1.97K
|
+205
|
+1%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$127K
|
–
|
–
|
–
|
|
|
20
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$107K
|
+$106K
|
+11,000
|
New
|
|
|
21
|
City Holding Co
Charleston,
West Virginia
|
$103K
|
–
|
–
|
–
|
|
|
22
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$98K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$80K
|
–
|
–
|
–
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$58K
|
–
|
–
|
–
|
|
|
25
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$40K
|
–
|
–
|
–
|
|
