|
1
|
Wells Fargo
San Francisco,
California
|
$64M
|
-$1.33M
|
-94,644
|
-2%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$25.1M
|
-$156K
|
-11,136
|
-0.6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
-$2.44M
|
-173,830
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
-$192K
|
-13,682
|
-1%
|
|
|
5
|
|
$16.7M
|
+$2.7M
|
+192,211
|
+19%
|
|
|
6
|
Karpus Investment Management
Pittsford,
New York
|
$11.1M
|
-$7.06M
|
-502,832
|
-39%
|
|
|
7
|
|
$7.57M
|
+$151K
|
+10,751
|
+2%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.28M
|
+$999K
|
+71,130
|
+23%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$4.75M
|
+$210K
|
+14,940
|
+5%
|
|
|
10
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.69M
|
-$76.9K
|
-5,476
|
-2%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.63M
|
+$135K
|
+9,635
|
+3%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$4.56M
|
+$57.9K
|
+4,123
|
+1%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$2.83M
|
+$414K
|
+29,503
|
+17%
|
|
|
14
|
|
$2.53M
|
+$145K
|
+10,300
|
+6%
|
|
|
15
|
XML Securities
Bethesda,
Maryland
|
$2.31M
|
+$2.31M
|
+164,346
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.09M
|
+$1.13M
|
+80,754
|
+119%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$1.92M
|
+$137K
|
+9,732
|
+8%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$1.91M
|
-$28.1K
|
-2,004
|
-1%
|
|
|
19
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.78M
|
-$86.8K
|
-6,176
|
-5%
|
|
|
20
|
Pinnacle Associates
New York
|
$1.77M
|
-$134K
|
-9,574
|
-7%
|
|
|
21
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.48M
|
+$29.5K
|
+2,100
|
+2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$115K
|
+8,187
|
+9%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.3M
|
+$5.87K
|
+418
|
+0.5%
|
|
|
24
|
Benchmark Capital Advisors
New York
|
$1.15M
|
+$28.1K
|
+2,000
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
+$37.4K
|
+2,665
|
+3%
|
|
