|
1
|
Wells Fargo
San Francisco,
California
|
$66.6M
|
+$3.46M
|
+269,904
|
+5%
|
|
|
2
|
|
$21.8M
|
+$3.41M
|
+266,463
|
+18%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
+$542K
|
+42,339
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
+$450K
|
+35,165
|
+3%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$15.4M
|
-$6.34M
|
-494,955
|
-29%
|
|
|
6
|
Karpus Investment Management
Pittsford,
New York
|
$13.1M
|
+$1.74M
|
+135,600
|
+15%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$10.3M
|
+$3.36M
|
+262,231
|
+48%
|
|
|
8
|
|
$8.19M
|
+$1.18M
|
+92,363
|
+17%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.81M
|
+$81.2K
|
+6,338
|
+1%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.76M
|
+$274K
|
+21,400
|
+5%
|
|
|
11
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.8M
|
+$69.3K
|
+5,413
|
+1%
|
|
|
12
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$4.8M
|
+$69.3K
|
+5,413
|
+1%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$4.37M
|
-$56.2K
|
-4,389
|
-1%
|
|
|
14
|
|
$2.55M
|
-$508K
|
-39,650
|
-17%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$2.26M
|
+$152K
|
+11,902
|
+7%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$2.23M
|
+$35.5K
|
+2,768
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.67M
|
+$343K
|
+26,808
|
+26%
|
|
|
18
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.61M
|
+$9.29K
|
+725
|
+0.6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.58M
|
+$111K
|
+8,635
|
+8%
|
|
|
20
|
Camelot Portfolios
Maumee,
Ohio
|
$1.49M
|
+$107K
|
+8,390
|
+8%
|
|
|
21
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.32M
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$1.18M
|
+$254K
|
+19,815
|
+27%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$1.12M
|
-$99.3K
|
-7,751
|
-8%
|
|
|
24
|
Benchmark Capital Advisors
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$978K
|
+$6.06K
|
+473
|
+0.6%
|
|
