|
1
|
|
$985K
|
-$91.7K
|
-7,212
|
-9%
|
|
|
2
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$843K
|
-$133K
|
-10,500
|
-14%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$628K
|
-$34.3K
|
-2,700
|
-5%
|
|
|
4
|
Nuveen
Charlotte,
North Carolina
|
$524K
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$459K
|
-$13
|
-1
|
-0%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$405K
|
–
|
–
|
–
|
|
|
7
|
Advisors Asset Management
Monument,
Colorado
|
$352K
|
+$349K
|
+27,482
|
New
|
|
|
8
|
Landscape Capital Management
Englewood,
New Jersey
|
$321K
|
-$111K
|
-8,695
|
-26%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$317K
|
+$31.9K
|
+2,511
|
+11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$273K
|
-$22.7K
|
-1,783
|
-8%
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$266K
|
–
|
–
|
–
|
|
|
12
|
Northside Capital Management
Hood River,
Oregon
|
$266K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$239K
|
-$2.8K
|
-220
|
-1%
|
|
|
14
|
IFC Holdings
Tampa,
Florida
|
$171K
|
+$2.42K
|
+190
|
+1%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$166K
|
+$105K
|
+8,237
|
+173%
|
|
|
16
|
Doliver Advisors
Houston,
Texas
|
$140K
|
-$201K
|
-15,806
|
-59%
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$99K
|
+$1K
|
+79
|
+1%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$56K
|
–
|
–
|
–
|
|
|
19
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
21
|
WFG Advisors
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$242K
|
-19,158
|
Closed
|
|
|
23
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$86K
|
-6,836
|
Closed
|
|
