|
1
|
|
$3.74M
|
-$337K
|
-35,429
|
-8%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.32M
|
+$156K
|
+16,395
|
+13%
|
|
|
3
|
Whittier Trust
South Pasadena,
California
|
$1.24M
|
-$113K
|
-11,890
|
-8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.23M
|
+$484K
|
+50,858
|
+63%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
+$9.17K
|
+963
|
+0.8%
|
|
|
6
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.11M
|
+$355K
|
+37,300
|
+46%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$768K
|
-$6.36K
|
-668
|
-0.8%
|
|
|
8
|
WhitTier Trust Company
Reno,
Nevada
|
$733K
|
+$5.03K
|
+528
|
+0.7%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$564K
|
-$665K
|
-69,861
|
-54%
|
|
|
10
|
First Trust Advisors
Wheaton,
Illinois
|
$518K
|
-$30.4K
|
-3,197
|
-5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$484K
|
-$55.2K
|
-5,799
|
-10%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$480K
|
-$369K
|
-38,718
|
-43%
|
|
|
13
|
Kempner Capital Management
Galveston,
Texas
|
$445K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$403K
|
+$33K
|
+3,470
|
+9%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$383K
|
+$39.5K
|
+4,150
|
+11%
|
|
|
16
|
City of London Investment Management
London,
United Kingdom
|
$352K
|
+$360K
|
+37,761
|
New
|
|
|
17
|
Doliver Advisors
Houston,
Texas
|
$347K
|
+$38.1K
|
+4,004
|
+12%
|
|
|
18
|
Curi RMB Capital
Chicago,
Illinois
|
$346K
|
+$116K
|
+12,162
|
+49%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$335K
|
–
|
–
|
–
|
|
|
20
|
Horizon Kinetics
New York
|
$277K
|
-$97.4K
|
-10,222
|
-26%
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$273K
|
+$279K
|
+29,332
|
New
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
23
|
Oppenheimer & Co
New York
|
$268K
|
+$274K
|
+28,750
|
New
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$200K
|
+$102K
|
+10,720
|
+100%
|
|
|
25
|
Stratford Consulting
Addison,
Texas
|
$182K
|
+$2.66K
|
+279
|
+1%
|
|
