|
1
|
|
$65.4M
|
+$7.12M
|
+961,837
|
+12%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
+$3.05M
|
+412,688
|
+16%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20M
|
-$1.93M
|
-260,885
|
-9%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$15.1M
|
-$719K
|
-97,252
|
-4%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$14.5M
|
-$4.95M
|
-669,598
|
-25%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$1.61M
|
+216,981
|
+16%
|
|
|
7
|
|
$10.9M
|
-$1.77M
|
-239,220
|
-14%
|
|
|
8
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$4.77M
|
+$319K
|
+43,140
|
+7%
|
|
|
9
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$3.81M
|
+$3.86M
|
+522,006
|
New
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$3.05M
|
-$6.43M
|
-869,582
|
-68%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.92M
|
-$2.08M
|
-281,822
|
-52%
|
|
|
12
|
|
$1.64M
|
+$75.5K
|
+10,204
|
+5%
|
|
|
13
|
Lazard Asset Management
New York
|
$1.51M
|
-$200K
|
-27,000
|
-12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$976K
|
+$90.4K
|
+12,224
|
+10%
|
|
|
15
|
Hollencrest Capital Management
Newport Beach,
California
|
$609K
|
–
|
–
|
–
|
|
|
16
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$535K
|
-$49.9K
|
-6,750
|
-8%
|
|
|
17
|
Lyons Wealth Management
Winter Park,
Florida
|
$512K
|
-$11.6K
|
-1,568
|
-2%
|
|
|
18
|
|
$459K
|
+$280K
|
+37,900
|
+152%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$424K
|
-$19.5K
|
-2,642
|
-4%
|
|
|
20
|
US Financial Advisors
Braintree,
Massachusetts
|
$399K
|
+$405K
|
+54,765
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$391K
|
+$49K
|
+6,618
|
+14%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$339K
|
-$7.04K
|
-951
|
-2%
|
|
|
23
|
Oppenheimer & Co
New York
|
$326K
|
-$8.58K
|
-1,160
|
-3%
|
|
|
24
|
American International Group
New York
|
$308K
|
+$11.1K
|
+1,500
|
+4%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$308K
|
-$5.18K
|
-700
|
-2%
|
|
