|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$34.6M
|
+$1.42M
|
+106,334
|
+4%
|
|
|
2
|
Private Wealth Strategies
New Albany,
Ohio
|
$9.91M
|
-$520K
|
-38,825
|
-5%
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$9.44M
|
+$664K
|
+49,574
|
+7%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$8.49M
|
+$251K
|
+18,703
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$6.56M
|
+$300K
|
+22,387
|
+4%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$6.18M
|
+$840K
|
+62,714
|
+15%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$6.07M
|
-$151K
|
-11,300
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.58M
|
+$271K
|
+20,254
|
+6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.3M
|
+$86.4K
|
+6,451
|
+2%
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$4.12M
|
+$1.5M
|
+111,574
|
+52%
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$3.35M
|
-$460K
|
-34,301
|
-11%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.33M
|
+$7.91K
|
+590
|
+0.3%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.18M
|
-$57.4K
|
-4,281
|
-2%
|
|
|
14
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.02M
|
+$2.36M
|
+176,326
|
New
|
|
|
15
|
|
$1.98M
|
-$75.2K
|
-5,613
|
-3%
|
|
|
16
|
VanEck Associates
New York
|
$1.97M
|
+$103K
|
+7,721
|
+5%
|
|
|
17
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.85M
|
+$84.6K
|
+6,316
|
+4%
|
|
|
18
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.37M
|
+$54.7K
|
+4,080
|
+4%
|
|
|
19
|
Moors & Cabot
Boston,
Massachusetts
|
$1.28M
|
+$201K
|
+15,000
|
+17%
|
|
|
20
|
City of London Investment Management
London,
United Kingdom
|
$972K
|
+$208K
|
+15,526
|
+25%
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$914K
|
+$37K
|
+2,760
|
+4%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$804K
|
-$266K
|
-19,850
|
-24%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$767K
|
-$456
|
-34
|
-0.1%
|
|
|
24
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$751K
|
-$54K
|
-4,027
|
-6%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$738K
|
+$43.5K
|
+3,250
|
+6%
|
|
