|
1
|
Wells Fargo
San Francisco,
California
|
$155M
|
-$5.29M
|
-333,685
|
-4%
|
|
|
2
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$24.3M
|
-$2.09M
|
-131,432
|
-8%
|
|
|
3
|
Eagle Global Advisors
Houston,
Texas
|
$17.4M
|
-$11.8M
|
-741,380
|
-42%
|
|
|
4
|
Vicus Capital
State College,
Pennsylvania
|
$11.7M
|
+$71.1K
|
+4,483
|
+0.7%
|
|
|
5
|
Round Table Services
Westfield,
New Jersey
|
$8.36M
|
+$375K
|
+23,652
|
+5%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$5.64M
|
-$29.1M
|
-1,833,441
|
-85%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.38M
|
+$2.96M
|
+186,766
|
+266%
|
|
|
8
|
|
$3.07M
|
+$2.86M
|
+180,170
|
New
|
|
|
9
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$2.89M
|
–
|
–
|
–
|
|
|
10
|
WESCAP Management Group
Glendale,
California
|
$2.55M
|
-$134K
|
-8,461
|
-5%
|
|
|
11
|
|
$2.12M
|
+$1.98M
|
+124,785
|
New
|
|
|
12
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.91M
|
+$643K
|
+40,516
|
+56%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.82M
|
-$152K
|
-9,581
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.64M
|
+$478K
|
+30,126
|
+45%
|
|
|
15
|
FC Advisory
West Chester,
Pennsylvania
|
$1.2M
|
-$72.7K
|
-4,579
|
-6%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.1M
|
+$96.5K
|
+6,083
|
+10%
|
|
|
17
|
Natixis Advisors
Boston,
Massachusetts
|
$998K
|
-$3.81M
|
-239,931
|
-80%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$917K
|
+$85.4K
|
+5,383
|
+11%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$757K
|
+$139K
|
+8,737
|
+24%
|
|
|
20
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$694K
|
-$101K
|
-6,396
|
-14%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$398K
|
+$20.6K
|
+1,301
|
+6%
|
|
|
22
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$336K
|
–
|
–
|
–
|
|
|
23
|
Congress Asset Management
Boston,
Massachusetts
|
$326K
|
-$2.07M
|
-130,628
|
-87%
|
|
|
24
|
M Holdings Securities
Portland,
Oregon
|
$301K
|
+$281K
|
+17,738
|
New
|
|
|
25
|
Harvest Capital Management
Concord,
New Hampshire
|
$292K
|
–
|
–
|
–
|
|
