|
1
|
Wells Fargo
San Francisco,
California
|
$2.47M
|
+$1.99M
|
+154,977
|
+404%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$1.14M
|
-$81.2K
|
-6,329
|
-7%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$997K
|
+$15.4K
|
+1,200
|
+2%
|
|
|
4
|
|
$950K
|
+$110K
|
+8,560
|
+13%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$687K
|
–
|
–
|
–
|
|
|
6
|
Doliver Advisors
Houston,
Texas
|
$608K
|
+$173K
|
+13,510
|
+40%
|
|
|
7
|
Nuveen
Charlotte,
North Carolina
|
$522K
|
–
|
–
|
–
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$371K
|
+$75.7K
|
+5,900
|
+25%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$300K
|
-$21.5K
|
-1,674
|
-7%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$280K
|
–
|
–
|
–
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$265K
|
–
|
–
|
–
|
|
|
12
|
Landscape Capital Management
Englewood,
New Jersey
|
$203K
|
+$40.8K
|
+3,179
|
+25%
|
|
|
13
|
|
$197K
|
-$95.3K
|
-7,424
|
-33%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$186K
|
-$6.46K
|
-503
|
-3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$73K
|
+$6.72K
|
+524
|
+10%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$56K
|
–
|
–
|
–
|
|
|
17
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$22K
|
-$8.98K
|
-700
|
-29%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
19
|
Next Financial Group
Houston,
Texas
|
$19K
|
+$19.3K
|
+1,500
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
21
|
WFG Advisors
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$14.2K
|
-1,104
|
Closed
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$10K
|
-800
|
Closed
|
|
