|
1
|
Wells Fargo
San Francisco,
California
|
$65.6M
|
+$556K
|
+40,573
|
+0.9%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$25.3M
|
+$27.4K
|
+2,000
|
+0.1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
+$878K
|
+64,066
|
+5%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$18.8M
|
-$35.6K
|
-2,600
|
-0.2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
+$235K
|
+17,112
|
+1%
|
|
|
6
|
|
$13.8M
|
-$1.26M
|
-91,925
|
-8%
|
|
|
7
|
|
$7.29M
|
+$33.5K
|
+2,443
|
+0.5%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$5.04M
|
-$42.4K
|
-3,097
|
-0.8%
|
|
|
9
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.75M
|
+$58K
|
+4,233
|
+1%
|
|
|
10
|
Perritt Capital Management
Chicago,
Illinois
|
$4.34M
|
-$2.67K
|
-195
|
-0.1%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.21M
|
+$1.11M
|
+81,019
|
+37%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$4.12M
|
+$330K
|
+24,055
|
+9%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.93M
|
+$3.88M
|
+283,465
|
New
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.37M
|
-$11.6K
|
-850
|
-0.3%
|
|
|
15
|
|
$2.22M
|
-$18.5K
|
-1,350
|
-0.8%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$2.18M
|
-$1.01M
|
-73,528
|
-32%
|
|
|
17
|
1607 Capital Partners
Richmond,
Virginia
|
$1.97M
|
-$4.54M
|
-331,379
|
-70%
|
|
|
18
|
Pinnacle Associates
New York
|
$1.89M
|
-$34.7K
|
-2,530
|
-2%
|
|
|
19
|
Camelot Portfolios
Maumee,
Ohio
|
$1.89M
|
-$66.7K
|
-4,869
|
-3%
|
|
|
20
|
The Family Firm
Bethesda,
Maryland
|
$1.79M
|
+$493
|
+36
|
+0%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.73M
|
+$179K
|
+13,072
|
+12%
|
|
|
22
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.44M
|
+$27.8K
|
+2,028
|
+2%
|
|
|
23
|
Benchmark Capital Advisors
New York
|
$1.24M
|
+$41.1K
|
+3,000
|
+3%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.22M
|
+$3.44K
|
+251
|
+0.3%
|
|
|
25
|
Doliver Advisors
Houston,
Texas
|
$1.02M
|
+$94.7K
|
+6,912
|
+10%
|
|
