|
1
|
Wells Fargo
San Francisco,
California
|
$51.3M
|
-$1.95M
|
-137,922
|
-4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$25M
|
+$3.92M
|
+277,245
|
+19%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$22.9M
|
+$2.18M
|
+154,707
|
+11%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$18.9M
|
-$4.85M
|
-343,194
|
-21%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
+$876K
|
+62,027
|
+6%
|
|
|
6
|
|
$14.9M
|
+$1.56M
|
+110,273
|
+12%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$6.58M
|
-$2.95M
|
-208,936
|
-31%
|
|
|
8
|
|
$6.55M
|
+$67.8K
|
+4,803
|
+1%
|
|
|
9
|
New Vernon Investment Management
Highland Park,
Illinois
|
$5.26M
|
-$381K
|
-27,000
|
-7%
|
|
|
10
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.63M
|
-$65.3K
|
-4,621
|
-1%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$4.46M
|
+$146K
|
+10,360
|
+3%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$3.9M
|
+$230K
|
+16,312
|
+6%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.82M
|
-$135K
|
-9,592
|
-3%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.29M
|
+$61.6K
|
+4,364
|
+2%
|
|
|
15
|
Perritt Capital Management
Chicago,
Illinois
|
$3.12M
|
+$11.4K
|
+810
|
+0.4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.65M
|
+$289K
|
+20,429
|
+12%
|
|
|
17
|
Advisors Asset Management
Monument,
Colorado
|
$2.62M
|
-$1.52M
|
-107,337
|
-37%
|
|
|
18
|
Pinnacle Associates
New York
|
$2.14M
|
+$6.36K
|
+450
|
+0.3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.88M
|
+$296K
|
+20,958
|
+19%
|
|
|
20
|
|
$1.84M
|
+$277K
|
+19,600
|
+18%
|
|
|
21
|
Camelot Portfolios
Maumee,
Ohio
|
$1.83M
|
-$17.3K
|
-1,225
|
-0.9%
|
|
|
22
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.8M
|
+$22.8K
|
+1,615
|
+1%
|
|
|
23
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.46M
|
-$35.3K
|
-2,497
|
-2%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.43M
|
+$175K
|
+12,396
|
+14%
|
|
|
25
|
The Family Firm
Bethesda,
Maryland
|
$1.32M
|
+$5.46K
|
+387
|
+0.4%
|
|
