|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.61M
|
-$504K
|
-20,699
|
-5%
|
|
|
2
|
|
$3.63M
|
-$515K
|
-21,123
|
-12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.6M
|
-$535K
|
-21,941
|
-13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.22M
|
+$352K
|
+14,437
|
+12%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$2.35M
|
-$388K
|
-15,902
|
-14%
|
|
|
6
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.27M
|
+$95.3K
|
+3,912
|
+4%
|
|
|
7
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$2.13M
|
-$649K
|
-26,643
|
-23%
|
|
|
8
|
Advisors Preferred
Rockville,
Maryland
|
$2.1M
|
+$24.4K
|
+1,000
|
+1%
|
|
|
9
|
Bank of New York Mellon
New York
|
$1.87M
|
-$821K
|
-33,677
|
-30%
|
|
|
10
|
Blankinship & Foster
Solana Beach,
California
|
$1.87M
|
+$1.88M
|
+77,146
|
New
|
|
|
11
|
|
$1.73M
|
+$1.05M
|
+42,901
|
+151%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
+$1.21M
|
+49,789
|
New
|
|
|
13
|
Naples Global Advisors
Naples,
Florida
|
$928K
|
+$462K
|
+18,950
|
+98%
|
|
|
14
|
Eagle Global Advisors
Houston,
Texas
|
$922K
|
+$79.2K
|
+3,249
|
+9%
|
|
|
15
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$889K
|
–
|
–
|
–
|
|
|
16
|
Dean Investment Associates
Beavercreek,
Ohio
|
$692K
|
–
|
–
|
–
|
|
|
17
|
BB&T Securities
Richmond,
Virginia
|
$683K
|
+$458K
|
+18,802
|
+199%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$655K
|
+$138K
|
+5,666
|
+26%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$653K
|
-$92.2K
|
-3,783
|
-12%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$638K
|
-$193K
|
-7,904
|
-23%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$592K
|
-$1.05M
|
-43,032
|
-64%
|
|
|
22
|
|
$586K
|
+$590K
|
+24,223
|
New
|
|
|
23
|
Occidental Asset Management
Burlingame,
California
|
$543K
|
–
|
–
|
–
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$488K
|
+$1.34K
|
+55
|
+0.3%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$455K
|
+$41.5K
|
+1,703
|
+10%
|
|
