|
1
|
|
$1.6M
|
+$601K
|
+46,464
|
+60%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$904K
|
+$545K
|
+42,137
|
+153%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$810K
|
-$46K
|
-3,550
|
-5%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$633K
|
-$3.88K
|
-300
|
-0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$573K
|
+$287K
|
+22,134
|
+104%
|
|
|
6
|
|
$559K
|
+$557K
|
+43,000
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$466K
|
+$13
|
+1
|
+0%
|
|
|
8
|
Nuveen
Charlotte,
North Carolina
|
$441K
|
-$90K
|
-6,954
|
-17%
|
|
|
9
|
Tortoise Investment Management
White Plains,
New York
|
$385K
|
-$26.2K
|
-2,027
|
-6%
|
|
|
10
|
Landscape Capital Management
Englewood,
New Jersey
|
$278K
|
-$47.7K
|
-3,688
|
-15%
|
|
|
11
|
Northside Capital Management
Hood River,
Oregon
|
$270K
|
–
|
–
|
–
|
|
|
12
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$269K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$257K
|
-$64.9K
|
-5,017
|
-20%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$249K
|
+$6.47K
|
+500
|
+3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$216K
|
+$47.3K
|
+3,656
|
+28%
|
|
|
16
|
IFC Holdings
Tampa,
Florida
|
$200K
|
+$27.7K
|
+2,138
|
+16%
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$102K
|
+$997
|
+77
|
+1%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31K
|
-$25.9K
|
-2,000
|
-45%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$30K
|
–
|
–
|
–
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$19K
|
+$19.4K
|
+1,500
|
New
|
|
|
22
|
Proficio Capital Partners
Newton,
Massachusetts
|
$17K
|
+$17K
|
+1,312
|
New
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
$5K
|
+$5.58K
|
+431
|
New
|
|
|
24
|
WFG Advisors
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Doliver Advisors
Houston,
Texas
|
–
|
-$140K
|
-10,941
|
Closed
|
|
