|
1
|
Wells Fargo
San Francisco,
California
|
$59.8M
|
+$13.1M
|
+989,531
|
+27%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$23.6M
|
+$2.61M
|
+197,509
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
-$4.82M
|
-364,682
|
-21%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$17.9M
|
+$686K
|
+51,882
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$359K
|
+27,145
|
+2%
|
|
|
6
|
|
$12.7M
|
-$1.03M
|
-78,193
|
-7%
|
|
|
7
|
|
$6.92M
|
+$946K
|
+71,563
|
+16%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$6.13M
|
+$101K
|
+7,674
|
+2%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$4.7M
|
+$1.21M
|
+91,675
|
+34%
|
|
|
10
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.5M
|
+$261K
|
+19,738
|
+6%
|
|
|
11
|
Perritt Capital Management
Chicago,
Illinois
|
$3.83M
|
+$991K
|
+74,971
|
+34%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$3.59M
|
-$504K
|
-38,132
|
-12%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$3.56M
|
-$14.5K
|
-1,100
|
-0.4%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.1M
|
+$75.4K
|
+5,700
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.56M
|
+$115K
|
+8,726
|
+5%
|
|
|
16
|
Advisors Asset Management
Monument,
Colorado
|
$2.22M
|
-$188K
|
-14,196
|
-8%
|
|
|
17
|
Pinnacle Associates
New York
|
$1.84M
|
-$122K
|
-9,221
|
-6%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$1.79M
|
+$109K
|
+8,239
|
+6%
|
|
|
19
|
|
$1.66M
|
-$25.1K
|
-1,900
|
-1%
|
|
|
20
|
The Family Firm
Bethesda,
Maryland
|
$1.57M
|
+$361K
|
+27,323
|
+29%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.41M
|
+$103K
|
+7,804
|
+8%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.34M
|
+$187K
|
+14,176
|
+16%
|
|
|
23
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.32M
|
-$18.6K
|
-1,404
|
-1%
|
|
|
24
|
Doliver Advisors
Houston,
Texas
|
$1.05M
|
+$574K
|
+43,393
|
+117%
|
|
|
25
|
Benchmark Capital Advisors
New York
|
$1.01M
|
-$1.32K
|
-100
|
-0.1%
|
|
