|
1
|
Wells Fargo
San Francisco,
California
|
$52.3M
|
-$5.37M
|
-395,439
|
-10%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$23.3M
|
-$8.59M
|
-632,025
|
-27%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
+$1.17M
|
+85,817
|
+6%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$20.4M
|
+$1.93M
|
+141,852
|
+11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
+$466K
|
+34,283
|
+3%
|
|
|
6
|
|
$13.1M
|
+$248K
|
+18,214
|
+2%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$9.39M
|
-$6.24M
|
-459,268
|
-41%
|
|
|
8
|
|
$6.37M
|
+$142K
|
+10,459
|
+2%
|
|
|
9
|
New Vernon Investment Management
Highland Park,
Illinois
|
$5.55M
|
-$802K
|
-58,975
|
-13%
|
|
|
10
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.62M
|
+$122K
|
+8,989
|
+3%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$4.24M
|
+$244K
|
+17,946
|
+6%
|
|
|
12
|
Advisors Asset Management
Monument,
Colorado
|
$4.08M
|
-$2.06M
|
-151,927
|
-34%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.9M
|
+$1.21M
|
+88,883
|
+47%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$3.61M
|
+$569K
|
+41,898
|
+19%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.2M
|
+$21.1K
|
+1,550
|
+0.7%
|
|
|
16
|
Perritt Capital Management
Chicago,
Illinois
|
$3.05M
|
+$70.9K
|
+5,220
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.38M
|
-$893K
|
-65,716
|
-28%
|
|
|
18
|
Pinnacle Associates
New York
|
$2.09M
|
+$122K
|
+8,960
|
+6%
|
|
|
19
|
Camelot Portfolios
Maumee,
Ohio
|
$1.82M
|
-$459K
|
-33,801
|
-21%
|
|
|
20
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.75M
|
+$7.61K
|
+560
|
+0.5%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.55M
|
+$308K
|
+22,699
|
+26%
|
|
|
22
|
|
$1.53M
|
+$67.3K
|
+4,950
|
+5%
|
|
|
23
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.42M
|
–
|
–
|
–
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$1.3M
|
-$37.6K
|
-2,766
|
-3%
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
$1.25M
|
-$136K
|
-10,007
|
-10%
|
|
