|
1
|
Wells Fargo
San Francisco,
California
|
$59.1M
|
-$695K
|
-52,007
|
-1%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$25.4M
|
+$2.08M
|
+156,081
|
+9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$1.37M
|
+102,457
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.8M
|
+$990K
|
+74,149
|
+6%
|
|
|
5
|
|
$15.3M
|
-$344K
|
-25,783
|
-2%
|
|
|
6
|
Karpus Investment Management
Pittsford,
New York
|
$10M
|
-$380K
|
-28,420
|
-4%
|
|
|
7
|
|
$7.2M
|
+$142K
|
+10,655
|
+2%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$5.82M
|
+$1.59M
|
+118,808
|
+37%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.14M
|
+$841K
|
+62,941
|
+19%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.03M
|
+$107K
|
+8,016
|
+2%
|
|
|
11
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$4.91M
|
+$5.01M
|
+374,891
|
New
|
|
|
12
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.91M
|
+$543K
|
+40,685
|
+12%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$4.53M
|
+$97.8K
|
+7,321
|
+2%
|
|
|
14
|
|
$2.83M
|
+$473K
|
+35,385
|
+20%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$2.57M
|
-$74.3K
|
-5,564
|
-3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.17M
|
+$227K
|
+17,010
|
+11%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$2.09M
|
+$298K
|
+22,281
|
+16%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$1.72M
|
-$61.9K
|
-4,635
|
-3%
|
|
|
19
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.69M
|
+$27.2K
|
+2,036
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.48M
|
+$188K
|
+14,094
|
+14%
|
|
|
21
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.38M
|
-$10.4K
|
-780
|
-0.7%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$1.16M
|
+$247K
|
+18,473
|
+26%
|
|
|
23
|
Benchmark Capital Advisors
New York
|
$1.09M
|
+$13.4K
|
+1,000
|
+1%
|
|
|
24
|
Wela Strategies
Atlanta,
Georgia
|
$921K
|
+$939K
|
+70,306
|
New
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$899K
|
-$112K
|
-8,405
|
-11%
|
|
