|
1
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
-$5.37M
|
-220,656
|
-22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.03M
|
+$4.59M
|
+188,517
|
+127%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$7.52M
|
+$7.69M
|
+316,160
|
New
|
|
|
4
|
Tortoise Investment Management
White Plains,
New York
|
$6.38M
|
-$1.1M
|
-45,141
|
-14%
|
|
|
5
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$5.21M
|
+$5.33M
|
+218,953
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.42M
|
-$3.33M
|
-136,924
|
-42%
|
|
|
7
|
Bank of New York Mellon
New York
|
$3.99M
|
+$495K
|
+20,331
|
+14%
|
|
|
8
|
|
$2.49M
|
+$862K
|
+35,436
|
+51%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.3M
|
+$2.35M
|
+96,788
|
New
|
|
|
10
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$1.8M
|
-$478K
|
-19,645
|
-21%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.69M
|
+$12.3K
|
+504
|
+0.7%
|
|
|
12
|
Advisors Preferred
Rockville,
Maryland
|
$1.14M
|
-$1.18M
|
-48,320
|
-50%
|
|
|
13
|
Dean Investment Associates
Beavercreek,
Ohio
|
$680K
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$570K
|
+$84.3K
|
+3,465
|
+17%
|
|
|
15
|
Flow Traders U.S.
New York
|
$561K
|
+$574K
|
+23,597
|
New
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$513K
|
+$433K
|
+17,802
|
+474%
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$476K
|
+$487K
|
+20,000
|
New
|
|
|
18
|
Occidental Asset Management
Burlingame,
California
|
$472K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$443K
|
-$150K
|
-6,159
|
-25%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$432K
|
+$441K
|
+18,140
|
New
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$375K
|
-$14.7K
|
-606
|
-4%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$319K
|
–
|
–
|
–
|
|
|
23
|
|
$313K
|
-$316K
|
-12,980
|
-50%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$302K
|
+$309K
|
+12,708
|
New
|
|
|
25
|
Mather Group
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
