|
1
|
|
$8M
|
+$1.6M
|
+21,693
|
+25%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.89M
|
+$247K
|
+3,345
|
+4%
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$3.51M
|
+$40.9K
|
+554
|
+1%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.59M
|
+$586K
|
+7,945
|
+29%
|
|
|
5
|
First Trust Advisors
Wheaton,
Illinois
|
$2.5M
|
-$58.4K
|
-791
|
-2%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.45M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
+$336K
|
+4,556
|
+33%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.26M
|
+$225K
|
+3,045
|
+21%
|
|
|
9
|
Stone Run Capital
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.1M
|
+$32.5K
|
+441
|
+3%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$994K
|
+$49.1K
|
+666
|
+5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$913K
|
-$16.9K
|
-229
|
-2%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$853K
|
-$1.85M
|
-25,122
|
-68%
|
|
|
14
|
AQR Arbitrage
Greenwich,
Connecticut
|
$782K
|
-$610K
|
-8,267
|
-43%
|
|
|
15
|
HL Financial Services
Louisville,
Kentucky
|
$739K
|
–
|
–
|
–
|
|
|
16
|
Fiduciary Counselling
Saint Paul,
Minnesota
|
$722K
|
–
|
–
|
–
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$710K
|
+$720K
|
+9,757
|
New
|
|
|
18
|
Cohen Capital Management
Corte Madera,
California
|
$696K
|
–
|
–
|
–
|
|
|
19
|
1607 Capital Partners
Richmond,
Virginia
|
$693K
|
-$22.1K
|
-300
|
-3%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$633K
|
+$104K
|
+1,404
|
+19%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$476K
|
+$66.4K
|
+900
|
+16%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$457K
|
-$25.9K
|
-351
|
-5%
|
|
|
23
|
Lafayette Investments
Ashton,
Maryland
|
$430K
|
+$4.94K
|
+67
|
+1%
|
|
|
24
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$429K
|
-$166K
|
-2,253
|
-28%
|
|
|
25
|
NWAM LLC
Mercer Island,
Washington
|
$350K
|
+$13.6K
|
+185
|
+4%
|
|
