|
1
|
|
$60.3M
|
+$7.88M
|
+996,132
|
+14%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$27.1M
|
-$459K
|
-58,049
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
-$13.7M
|
-1,737,015
|
-38%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$16.6M
|
-$344K
|
-43,500
|
-2%
|
|
|
5
|
|
$14.4M
|
+$3.1M
|
+391,694
|
+26%
|
|
|
6
|
|
$12.3M
|
-$1.27M
|
-160,769
|
-9%
|
|
|
7
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$8.12M
|
-$1.24K
|
-157
|
-0%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.59M
|
-$185K
|
-23,404
|
-2%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.06M
|
-$183K
|
-23,103
|
-4%
|
|
|
10
|
Lazard Asset Management
New York
|
$3.77M
|
-$621K
|
-78,600
|
-14%
|
|
|
11
|
Cornerstone Advisors
Asheville,
North Carolina
|
$3.35M
|
–
|
–
|
–
|
|
|
12
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$2.78M
|
+$472K
|
+59,764
|
+19%
|
|
|
13
|
Barclays
London,
United Kingdom
|
$1.73M
|
+$198K
|
+25,031
|
+11%
|
|
|
14
|
|
$1.51M
|
+$124K
|
+15,650
|
+8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.13M
|
-$39.8K
|
-5,037
|
-3%
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$927K
|
-$1.5M
|
-189,587
|
-61%
|
|
|
17
|
Hollencrest Capital Management
Newport Beach,
California
|
$874K
|
–
|
–
|
–
|
|
|
18
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$643K
|
+$112K
|
+14,150
|
+20%
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
$618K
|
+$649K
|
+82,060
|
New
|
|
|
20
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$546K
|
–
|
–
|
–
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$526K
|
+$548K
|
+69,273
|
+11,546%
|
|
|
22
|
Lyons Wealth Management
Winter Park,
Florida
|
$426K
|
-$1.35K
|
-171
|
-0.3%
|
|
|
23
|
Oppenheimer & Co
New York
|
$389K
|
-$37.5K
|
-4,742
|
-8%
|
|
|
24
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$384K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$340K
|
–
|
–
|
–
|
|
