|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$10M
|
+$5.72M
|
+318,928
|
+68%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.73M
|
+$3.17M
|
+176,539
|
+35%
|
|
|
3
|
|
$8.31M
|
+$306K
|
+17,044
|
+3%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$6.03M
|
+$877K
|
+48,889
|
+11%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.07M
|
+$1.5M
|
+83,676
|
+27%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.89M
|
-$2.34M
|
-130,634
|
-25%
|
|
|
7
|
Advisors Asset Management
Monument,
Colorado
|
$4.86M
|
+$235K
|
+13,113
|
+4%
|
|
|
8
|
|
$4.31M
|
+$182K
|
+10,147
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.11M
|
+$951K
|
+53,056
|
+20%
|
|
|
10
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.52M
|
-$180K
|
-10,045
|
-5%
|
|
|
11
|
Alpine Woods Capital Investors
Purchase,
New York
|
$1.58M
|
-$48.2K
|
-2,689
|
-2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44M
|
+$2.04M
|
+113,521
|
New
|
|
|
13
|
|
$1.07M
|
+$442K
|
+24,651
|
+42%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1M
|
+$343K
|
+19,148
|
+32%
|
|
|
15
|
Curi RMB Capital
Chicago,
Illinois
|
$905K
|
+$1.28M
|
+71,158
|
New
|
|
|
16
|
RMR Advisors
Newton,
Massachusetts
|
$835K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$750K
|
-$1.97M
|
-109,687
|
-65%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$642K
|
-$2.49K
|
-139
|
-0.3%
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$578K
|
-$75K
|
-4,180
|
-8%
|
|
|
20
|
IHT Wealth Management
Chicago,
Illinois
|
$570K
|
+$13.2K
|
+735
|
+2%
|
|
|
21
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$521K
|
+$24.2K
|
+1,352
|
+3%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$501K
|
+$706K
|
+39,395
|
New
|
|
|
23
|
Financial Advocates Investment Management
Olympia,
Washington
|
$423K
|
+$897
|
+50
|
+0.2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$411K
|
-$17.1K
|
-956
|
-3%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$389K
|
-$12K
|
-667
|
-2%
|
|
