|
1
|
|
$57.8M
|
+$23M
|
+2,827,212
|
+68%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$38.1M
|
-$15.5M
|
-1,902,587
|
-29%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$30.2M
|
-$330K
|
-40,594
|
-1%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$18.5M
|
-$18.7K
|
-2,300
|
-0.1%
|
|
|
5
|
|
$14.8M
|
-$612K
|
-75,297
|
-4%
|
|
|
6
|
|
$12.5M
|
+$7.93M
|
+976,725
|
+180%
|
|
|
7
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$8.89M
|
+$107K
|
+13,222
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$8.5M
|
-$422K
|
-51,907
|
-5%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$6.24M
|
-$13.6M
|
-1,671,153
|
-69%
|
|
|
10
|
Lazard Asset Management
New York
|
$4.77M
|
-$1.11M
|
-136,832
|
-19%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.64M
|
+$238K
|
+29,315
|
+5%
|
|
|
12
|
Cornerstone Advisors
Asheville,
North Carolina
|
$3.67M
|
-$1.56M
|
-192,547
|
-30%
|
|
|
13
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$2.6M
|
+$1.24M
|
+152,787
|
+94%
|
|
|
14
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.58M
|
-$2.77M
|
-340,883
|
-52%
|
|
|
15
|
Barclays
London,
United Kingdom
|
$1.78M
|
+$249K
|
+30,648
|
+16%
|
|
|
16
|
|
$1.52M
|
+$85.3K
|
+10,500
|
+6%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.29M
|
-$8.91K
|
-1,097
|
-0.7%
|
|
|
18
|
Hollencrest Capital Management
Newport Beach,
California
|
$957K
|
–
|
–
|
–
|
|
|
19
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$598K
|
+$32.9K
|
+4,050
|
+6%
|
|
|
20
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$587K
|
+$132K
|
+16,200
|
+29%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$561K
|
+$176K
|
+21,635
|
+47%
|
|
|
22
|
Lyons Wealth Management
Winter Park,
Florida
|
$469K
|
+$14.9K
|
+1,830
|
+3%
|
|
|
23
|
Oppenheimer & Co
New York
|
$465K
|
-$25.7K
|
-3,161
|
-5%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$435K
|
-$8.59K
|
-1,057
|
-2%
|
|
|
25
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$421K
|
–
|
–
|
–
|
|
