|
1
|
Bank of America
Charlotte,
North Carolina
|
$46.7M
|
-$14M
|
-582,332
|
-23%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$24M
|
-$539K
|
-22,443
|
-2%
|
|
|
3
|
|
$21.9M
|
+$1.8M
|
+75,064
|
+9%
|
|
|
4
|
|
$21.5M
|
+$2.89M
|
+120,210
|
+16%
|
|
|
5
|
6 Meridian
Wichita,
Kansas
|
$19.2M
|
+$8.3M
|
+345,632
|
+79%
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$8.28M
|
-$139K
|
-5,777
|
-2%
|
|
|
7
|
HNP Capital
Rochester,
New York
|
$8.23M
|
+$8.02M
|
+333,972
|
New
|
|
|
8
|
Vectors Research Management
New York
|
$8.18M
|
+$816K
|
+33,966
|
+11%
|
|
|
9
|
Lucia Wealth Services
San Diego,
California
|
$7.92M
|
+$38.7K
|
+1,611
|
+0.5%
|
|
|
10
|
Barnett & Company
Chattanooga,
Tennessee
|
$5.84M
|
-$1.16M
|
-48,293
|
-17%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$5.49M
|
+$722K
|
+30,080
|
+16%
|
|
|
12
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$4.95M
|
-$50.5K
|
-2,104
|
-1%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$4.91M
|
+$128K
|
+5,330
|
+3%
|
|
|
14
|
|
$3.8M
|
-$955K
|
-39,748
|
-20%
|
|
|
15
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.73M
|
+$45.3K
|
+1,886
|
+1%
|
|
|
16
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.49M
|
+$76.2K
|
+3,172
|
+2%
|
|
|
17
|
Laidlaw Wealth Management
New York City,
New York
|
$3.07M
|
-$195K
|
-8,123
|
-6%
|
|
|
18
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.7M
|
+$1.2K
|
+50
|
+0%
|
|
|
19
|
Mendel Money Management
Northbrook,
Illinois
|
$2.69M
|
+$2.62M
|
+109,102
|
New
|
|
|
20
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.14M
|
–
|
–
|
–
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.94M
|
+$33.5K
|
+1,396
|
+2%
|
|
|
22
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$1.59M
|
-$42K
|
-1,750
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.55M
|
-$488K
|
-20,318
|
-24%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
-$548K
|
-22,817
|
-27%
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$1.42M
|
-$636K
|
-26,490
|
-31%
|
|
