|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$4.2M
|
-171,622
|
-18%
|
|
|
2
|
|
$7.18M
|
+$1.37M
|
+55,971
|
+23%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.08M
|
+$781K
|
+31,945
|
+12%
|
|
|
4
|
BB&T Securities
Richmond,
Virginia
|
$6.46M
|
+$514K
|
+20,999
|
+9%
|
|
|
5
|
|
$4.92M
|
+$4.95M
|
+202,429
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.73M
|
+$666K
|
+27,244
|
+16%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$2.01M
|
-$213K
|
-8,710
|
-10%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$1.33M
|
+$138K
|
+5,628
|
+11%
|
|
|
9
|
Naples Global Advisors
Naples,
Florida
|
$1.25M
|
+$144K
|
+5,900
|
+13%
|
|
|
10
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$1.23M
|
-$384K
|
-15,711
|
-24%
|
|
|
11
|
Bank of New York Mellon
New York
|
$1.06M
|
-$404K
|
-16,501
|
-27%
|
|
|
12
|
Eagle Global Advisors
Houston,
Texas
|
$1.05M
|
+$127K
|
+5,177
|
+14%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.03M
|
+$53.2K
|
+2,177
|
+5%
|
|
|
14
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$916K
|
-$228K
|
-9,305
|
-20%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$911K
|
+$242K
|
+9,903
|
+36%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$792K
|
-$7.26K
|
-297
|
-0.9%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$791K
|
+$89.3K
|
+3,651
|
+13%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$707K
|
+$93.4K
|
+3,818
|
+15%
|
|
|
19
|
Dean Investment Associates
Beavercreek,
Ohio
|
$695K
|
–
|
–
|
–
|
|
|
20
|
Occidental Asset Management
Burlingame,
California
|
$626K
|
+$8.54K
|
+349
|
+1%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$582K
|
-$35.9K
|
-1,467
|
-6%
|
|
|
22
|
Bay Colony Advisors
Concord,
Massachusetts
|
$506K
|
-$32.6K
|
-1,334
|
-6%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$437K
|
+$440K
|
+17,976
|
New
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$436K
|
-$3.62K
|
-148
|
-0.8%
|
|
|
25
|
Caprin Asset Management
Henrico,
Virginia
|
$384K
|
-$3.47K
|
-142
|
-0.9%
|
|
