|
1
|
Mackay Shields LLC
New York
|
$3.14M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.19M
|
+$852K
|
+72,018
|
+67%
|
|
|
3
|
|
$1.74M
|
-$31.5K
|
-2,666
|
-2%
|
|
|
4
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.56M
|
-$167K
|
-14,146
|
-10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$586K
|
+$12.7K
|
+1,076
|
+2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$536K
|
+$9.81K
|
+830
|
+2%
|
|
|
7
|
Realta Investment Advisors
Wilmington,
Delaware
|
$524K
|
–
|
–
|
–
|
|
|
8
|
Nuveen
Charlotte,
North Carolina
|
$507K
|
–
|
–
|
–
|
|
|
9
|
Element Wealth
Ridgeland,
Mississippi
|
$413K
|
-$10.2K
|
-859
|
-2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$279K
|
-$471K
|
-39,843
|
-64%
|
|
|
11
|
Koshinski Asset Management
Decatur,
Illinois
|
$232K
|
-$14.1K
|
-1,190
|
-6%
|
|
|
12
|
Moors & Cabot
Boston,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
13
|
Curi RMB Capital
Chicago,
Illinois
|
$186K
|
+$180K
|
+15,232
|
New
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$183K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$164K
|
-$58.8K
|
-4,969
|
-27%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$136K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$125K
|
+$21K
|
+1,775
|
+21%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$118K
|
-$18.4K
|
-1,558
|
-14%
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$98K
|
+$95.2K
|
+8,052
|
New
|
|
|
20
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$30K
|
–
|
–
|
–
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14K
|
–
|
–
|
–
|
|
|
22
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$15K
|
-1,267
|
Closed
|
|
|
24
|
Manchester Financial
Westlake Village,
California
|
–
|
-$2K
|
-200
|
Closed
|
|
