|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$13.2M
|
–
|
–
|
–
|
|
|
2
|
|
$8.13M
|
-$1.28M
|
-94,762
|
-14%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$7.84M
|
+$1.23M
|
+90,645
|
+18%
|
|
|
4
|
|
$5.16M
|
+$770K
|
+56,886
|
+17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.95M
|
+$616K
|
+45,484
|
+18%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$3.9M
|
-$1.58M
|
-116,508
|
-29%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.56M
|
-$179K
|
-13,222
|
-5%
|
|
|
8
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$2.15M
|
+$2.16M
|
+159,570
|
New
|
|
|
9
|
Relative Value Partners Group
|
$1.63M
|
-$67K
|
-4,947
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.58M
|
+$987K
|
+72,910
|
+163%
|
|
|
11
|
Aviance Capital Partners
Naples,
Florida
|
$1.29M
|
+$82.5K
|
+6,089
|
+7%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.14M
|
-$40.3K
|
-2,973
|
-3%
|
|
|
13
|
1607 Capital Partners
Richmond,
Virginia
|
$815K
|
-$461K
|
-34,041
|
-36%
|
|
|
14
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$511K
|
+$514K
|
+37,961
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$405K
|
+$18.2K
|
+1,344
|
+5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$375K
|
+$5.42K
|
+400
|
+1%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$326K
|
+$15.7K
|
+1,158
|
+5%
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$324K
|
+$127K
|
+9,382
|
+64%
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$289K
|
+$291K
|
+21,461
|
New
|
|
|
20
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$227K
|
+$141K
|
+10,377
|
+160%
|
|
|
21
|
Vicus Capital
State College,
Pennsylvania
|
$217K
|
+$69.3K
|
+5,120
|
+46%
|
|
|
22
|
Curi RMB Capital
Chicago,
Illinois
|
$164K
|
+$165K
|
+12,195
|
New
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$155K
|
+$155K
|
+11,478
|
New
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$134K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$134K
|
+$6.66K
|
+492
|
+5%
|
|
