|
1
|
Wells Fargo
San Francisco,
California
|
$2.39M
|
-$139K
|
-10,713
|
-6%
|
|
|
2
|
|
$1.1M
|
+$127K
|
+9,849
|
+13%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$1.08M
|
-$83.3K
|
-6,435
|
-7%
|
|
|
4
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$931K
|
-$90.6K
|
-7,000
|
-9%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$704K
|
-$1.6K
|
-124
|
-0.2%
|
|
|
6
|
Nuveen
Charlotte,
North Carolina
|
$536K
|
–
|
–
|
–
|
|
|
7
|
Doliver Advisors
Houston,
Texas
|
$522K
|
-$99.7K
|
-7,701
|
-16%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$444K
|
+$63.4K
|
+4,900
|
+17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$315K
|
+$8.63K
|
+667
|
+3%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$287K
|
–
|
–
|
–
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$272K
|
–
|
–
|
–
|
|
|
12
|
Northside Capital Management
Hood River,
Oregon
|
$272K
|
+$269K
|
+20,750
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$237K
|
+$235K
|
+18,169
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$211K
|
+$20.7K
|
+1,600
|
+11%
|
|
|
15
|
IFC Holdings
Tampa,
Florida
|
$151K
|
+$153K
|
+11,800
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$75K
|
+$324
|
+25
|
+0.4%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$58K
|
–
|
–
|
–
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$40K
|
+$40.2K
|
+3,106
|
New
|
|
|
19
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
21
|
National Planning Corporation
El Segundo,
California
|
$13.8K
|
+$13.4K
|
+1,039
|
New
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4K
|
+$4.33K
|
+335
|
New
|
|
|
24
|
WFG Advisors
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$203K
|
-15,914
|
Closed
|
|
