|
1
|
Wells Fargo
San Francisco,
California
|
$65.5M
|
-$977K
|
-69,845
|
-1%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$25.3M
|
-$331K
|
-23,681
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
+$1.42M
|
+101,618
|
+7%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$18.2M
|
-$848K
|
-60,632
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
-$310K
|
-22,127
|
-2%
|
|
|
6
|
|
$14.1M
|
+$41K
|
+2,930
|
+0.3%
|
|
|
7
|
|
$7.43M
|
+$50.8K
|
+3,628
|
+0.7%
|
|
|
8
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.78M
|
-$37.6K
|
-2,688
|
-0.8%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$4.55M
|
+$373K
|
+26,664
|
+9%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$4.51M
|
-$585K
|
-41,835
|
-12%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.5M
|
+$238K
|
+16,981
|
+6%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.29M
|
+$298K
|
+21,293
|
+8%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$2.42M
|
+$216K
|
+15,419
|
+10%
|
|
|
14
|
|
$2.39M
|
+$136K
|
+9,750
|
+6%
|
|
|
15
|
Perritt Capital Management
Chicago,
Illinois
|
$2.15M
|
-$2.24M
|
-159,994
|
-51%
|
|
|
16
|
Camelot Portfolios
Maumee,
Ohio
|
$1.94M
|
+$21.6K
|
+1,544
|
+1%
|
|
|
17
|
Pinnacle Associates
New York
|
$1.91M
|
-$10.7K
|
-765
|
-0.6%
|
|
|
18
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.89M
|
+$1.86M
|
+133,128
|
New
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$1.79M
|
-$28.7K
|
-2,054
|
-2%
|
|
|
20
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.46M
|
–
|
–
|
–
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.3M
|
+$62.7K
|
+4,484
|
+5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.27M
|
+$250K
|
+17,866
|
+25%
|
|
|
23
|
Benchmark Capital Advisors
New York
|
$1.13M
|
-$126K
|
-9,000
|
-10%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.09M
|
+$117K
|
+8,398
|
+12%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$966K
|
+$119K
|
+8,497
|
+14%
|
|
