|
1
|
Wells Fargo
San Francisco,
California
|
$68.9M
|
+$5.3M
|
+430,737
|
+8%
|
|
|
2
|
|
$17.8M
|
-$3.1M
|
-251,791
|
-15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$245K
|
-19,892
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$1.27M
|
-103,516
|
-8%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$13.3M
|
-$1.41M
|
-114,604
|
-10%
|
|
|
6
|
Karpus Investment Management
Pittsford,
New York
|
$12.7M
|
+$188K
|
+15,274
|
+1%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$11M
|
+$11.1M
|
+903,200
|
New
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$8.38M
|
-$1.48M
|
-120,347
|
-15%
|
|
|
9
|
|
$6.64M
|
-$1.18M
|
-96,201
|
-15%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.75M
|
+$246K
|
+20,021
|
+4%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.91M
|
-$642K
|
-52,227
|
-11%
|
|
|
12
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$4.6M
|
-$1.5K
|
-122
|
-0%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.58M
|
-$1.5K
|
-122
|
-0%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$3.95M
|
-$217K
|
-17,613
|
-5%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$3.42M
|
+$3.45M
|
+280,774
|
New
|
|
|
16
|
|
$2.31M
|
-$125K
|
-10,180
|
-5%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$2.28M
|
+$117K
|
+9,503
|
+5%
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$2.15M
|
+$24.4K
|
+1,982
|
+1%
|
|
|
19
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.54M
|
-$1.03K
|
-84
|
-0.1%
|
|
|
20
|
Camelot Portfolios
Maumee,
Ohio
|
$1.47M
|
+$47.1K
|
+3,828
|
+3%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.46M
|
-$50K
|
-4,066
|
-3%
|
|
|
22
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.24M
|
-$24K
|
-1,951
|
-2%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$1.23M
|
+$166K
|
+13,462
|
+15%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.15M
|
+$1.16M
|
+94,018
|
New
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$1.06M
|
-$63.9K
|
-5,192
|
-6%
|
|
