|
1
|
|
$4.14M
|
+$446K
|
+44,894
|
+12%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$1.92M
|
-$158K
|
-15,872
|
-8%
|
|
|
3
|
Whittier Trust
South Pasadena,
California
|
$1.47M
|
-$217K
|
-21,832
|
-13%
|
|
|
4
|
WhitTier Trust Company
Reno,
Nevada
|
$1.47M
|
+$105K
|
+10,542
|
+8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.39M
|
-$13.2K
|
-1,333
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
+$324K
|
+32,621
|
+47%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1M
|
-$20.3K
|
-2,042
|
-2%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$922K
|
-$104K
|
-10,500
|
-10%
|
|
|
9
|
First Trust Advisors
Wheaton,
Illinois
|
$814K
|
-$161K
|
-16,203
|
-17%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$769K
|
+$4.97K
|
+500
|
+0.7%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$710K
|
+$37.1K
|
+3,737
|
+6%
|
|
|
12
|
Kempner Capital Management
Galveston,
Texas
|
$480K
|
–
|
–
|
–
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$294K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$205K
|
–
|
–
|
–
|
|
|
15
|
Baird
Milwaukee,
Wisconsin
|
$203K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$195K
|
-$41.9K
|
-4,220
|
-18%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$186K
|
+$4.39K
|
+442
|
+2%
|
|
|
18
|
Concert Wealth Management
San Jose,
California
|
$180K
|
–
|
–
|
–
|
|
|
19
|
Stratford Consulting
Addison,
Texas
|
$173K
|
+$2.05K
|
+206
|
+1%
|
|
|
20
|
Thomaspartners
Boston,
Massachusetts
|
$151K
|
–
|
–
|
–
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$142K
|
–
|
–
|
–
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$127K
|
–
|
–
|
–
|
|
|
23
|
Karpus Investment Management
Pittsford,
New York
|
$120K
|
+$118K
|
+11,895
|
New
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$106K
|
-$5.96K
|
-600
|
-5%
|
|
|
25
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$100K
|
–
|
–
|
–
|
|
