|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$13.3M
|
+$294K
|
+19,805
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.02M
|
-$283K
|
-19,097
|
-4%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$7.16M
|
-$400K
|
-26,967
|
-6%
|
|
|
4
|
|
$5.69M
|
+$244K
|
+16,446
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.94M
|
+$720K
|
+48,538
|
+18%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.58M
|
-$255K
|
-17,188
|
-6%
|
|
|
7
|
Advisors Asset Management
Monument,
Colorado
|
$4.07M
|
-$365K
|
-24,643
|
-9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.2M
|
-$1.8M
|
-121,178
|
-37%
|
|
|
9
|
|
$2.28M
|
+$172K
|
+11,569
|
+9%
|
|
|
10
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1.95M
|
-$1.64M
|
-110,378
|
-47%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.92M
|
-$6K
|
-405
|
-0.3%
|
|
|
12
|
Quantedge Capital
Singapore
|
$1.91M
|
+$1.8M
|
+121,196
|
New
|
|
|
13
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.84M
|
-$359K
|
-24,226
|
-17%
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
$1.78M
|
+$1.67M
|
+112,765
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.54M
|
-$43.7K
|
-2,948
|
-3%
|
|
|
16
|
|
$1.19M
|
-$100K
|
-6,746
|
-8%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$903K
|
+$264K
|
+17,796
|
+45%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$501K
|
+$159K
|
+10,726
|
+51%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$429K
|
+$41.1K
|
+2,771
|
+11%
|
|
|
20
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$384K
|
+$19.8K
|
+1,333
|
+6%
|
|
|
21
|
Oppenheimer & Co
New York
|
$353K
|
+$19.5K
|
+1,315
|
+6%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$348K
|
+$327K
|
+22,061
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$330K
|
-$74.9K
|
-5,049
|
-19%
|
|
|
24
|
Financial Advocates Investment Management
Olympia,
Washington
|
$305K
|
-$107K
|
-7,220
|
-27%
|
|
|
25
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$298K
|
–
|
–
|
–
|
|
