|
1
|
|
$20.4M
|
+$122K
|
+5,663
|
+0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$445K
|
-20,675
|
-3%
|
|
|
3
|
|
$14.9M
|
+$336K
|
+15,622
|
+2%
|
|
|
4
|
|
$10.1M
|
-$331K
|
-15,364
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.51M
|
-$1.3M
|
-60,395
|
-12%
|
|
|
6
|
Oxbow Advisors
Austin,
Texas
|
$8.02M
|
+$23.9K
|
+1,110
|
+0.3%
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$7.67M
|
-$3.77M
|
-175,395
|
-32%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.54M
|
+$47.7K
|
+2,219
|
+0.9%
|
|
|
9
|
|
$5.03M
|
+$108K
|
+5,023
|
+2%
|
|
|
10
|
Oak Hill Advisors
New York
|
$5.02M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.6M
|
-$1.16M
|
-54,002
|
-20%
|
|
|
12
|
Longer Investments
Fayetteville,
Arkansas
|
$3.83M
|
-$206K
|
-9,585
|
-5%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.8M
|
–
|
–
|
–
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$2.39M
|
–
|
–
|
–
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$1.64M
|
+$6.48K
|
+301
|
+0.4%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.62M
|
-$125K
|
-5,812
|
-7%
|
|
|
17
|
Boston Advisors
Boston,
Massachusetts
|
$1.51M
|
-$86
|
-4
|
-0%
|
|
|
18
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.42M
|
+$31.8K
|
+1,480
|
+2%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$1.32M
|
-$72.5K
|
-3,368
|
-5%
|
|
|
20
|
|
$1.22M
|
+$65.3K
|
+3,036
|
+6%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$1.11M
|
+$107K
|
+4,956
|
+10%
|
|
|
22
|
Allstate Corporation
Northbrook,
Illinois
|
$1.08M
|
–
|
–
|
–
|
|
|
23
|
Doliver Advisors
Houston,
Texas
|
$919K
|
+$941K
|
+43,728
|
New
|
|
|
24
|
|
$876K
|
–
|
–
|
–
|
|
|
25
|
Meridian Investment Counsel
Lafayette,
California
|
$811K
|
+$43K
|
+2,000
|
+5%
|
|
