|
1
|
|
$1.06M
|
+$72.4K
|
+5,626
|
+7%
|
|
|
2
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$966K
|
+$47K
|
+3,650
|
+5%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$655K
|
-$10.3K
|
-800
|
-2%
|
|
|
4
|
Nuveen
Charlotte,
North Carolina
|
$518K
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$454K
|
-$1.86M
|
-144,765
|
-80%
|
|
|
6
|
Landscape Capital Management
Englewood,
New Jersey
|
$427K
|
+$254K
|
+19,775
|
+141%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$400K
|
-$29.6K
|
-2,300
|
-7%
|
|
|
8
|
Doliver Advisors
Houston,
Texas
|
$338K
|
-$169K
|
-13,169
|
-33%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$291K
|
-$12.7K
|
-987
|
-4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$282K
|
-$155K
|
-12,011
|
-35%
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$262K
|
–
|
–
|
–
|
|
|
12
|
Northside Capital Management
Hood River,
Oregon
|
$262K
|
–
|
–
|
–
|
|
|
13
|
Wolverine Asset Management
Chicago,
Illinois
|
$242K
|
-$11.4K
|
-889
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$239K
|
+$16.3K
|
+1,264
|
+7%
|
|
|
15
|
IFC Holdings
Tampa,
Florida
|
$167K
|
+$15.7K
|
+1,223
|
+10%
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$97K
|
+$991
|
+77
|
+1%
|
|
|
17
|
Panagora Asset Management
Boston,
Massachusetts
|
$86K
|
+$88K
|
+6,836
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$60K
|
+$219
|
+17
|
+0.4%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$56K
|
–
|
–
|
–
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
22
|
WFG Advisors
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$209K
|
-15,942
|
Closed
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$16K
|
-1,200
|
Closed
|
|
