|
1
|
Wells Fargo
San Francisco,
California
|
$62.5M
|
+$1.16M
|
+87,716
|
+2%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$24.3M
|
+$104K
|
+7,868
|
+0.4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$18.8M
|
+$183K
|
+13,828
|
+1%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$18.1M
|
-$274K
|
-20,742
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$998K
|
+75,495
|
+7%
|
|
|
6
|
|
$14.5M
|
+$1.54M
|
+116,540
|
+12%
|
|
|
7
|
|
$6.97M
|
-$129K
|
-9,731
|
-2%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$6.32M
|
+$25.1K
|
+1,900
|
+0.4%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$4.89M
|
+$64.4K
|
+4,874
|
+1%
|
|
|
10
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.51M
|
-$101K
|
-7,644
|
-2%
|
|
|
11
|
Perritt Capital Management
Chicago,
Illinois
|
$4.18M
|
+$244K
|
+18,494
|
+6%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$3.64M
|
-$8.5K
|
-643
|
-0.2%
|
|
|
13
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.25M
|
+$68.6K
|
+5,190
|
+2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.1M
|
+$470K
|
+35,532
|
+18%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$3.08M
|
-$602K
|
-45,537
|
-17%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.96M
|
+$1.5M
|
+113,492
|
+105%
|
|
|
17
|
|
$2.16M
|
+$451K
|
+34,100
|
+27%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$1.88M
|
+$49.3K
|
+3,731
|
+3%
|
|
|
19
|
Pinnacle Associates
New York
|
$1.85M
|
-$29.7K
|
-2,250
|
-2%
|
|
|
20
|
The Family Firm
Bethesda,
Maryland
|
$1.73M
|
+$115K
|
+8,684
|
+7%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.49M
|
+$110K
|
+8,306
|
+8%
|
|
|
22
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.36M
|
–
|
–
|
–
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.17M
|
+$125K
|
+9,495
|
+12%
|
|
|
24
|
Benchmark Capital Advisors
New York
|
$1.15M
|
+$106K
|
+8,000
|
+10%
|
|
|
25
|
Doliver Advisors
Houston,
Texas
|
$889K
|
-$182K
|
-13,799
|
-17%
|
|
