|
1
|
Wells Fargo
San Francisco,
California
|
$63.6M
|
-$11.9M
|
-915,676
|
-16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$7.58M
|
+584,720
|
+45%
|
|
|
3
|
|
$19.7M
|
+$124K
|
+9,578
|
+0.7%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$18.9M
|
+$4.08M
|
+314,463
|
+29%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.5M
|
-$503K
|
-38,808
|
-3%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$10.1M
|
-$2.01M
|
-155,200
|
-17%
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$9.97M
|
-$3.84M
|
-295,827
|
-29%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$8.95M
|
-$291K
|
-22,402
|
-3%
|
|
|
9
|
|
$7.8M
|
+$465K
|
+35,817
|
+7%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.74M
|
+$395K
|
+30,434
|
+6%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.4M
|
-$11.1K
|
-852
|
-0.2%
|
|
|
12
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.24M
|
+$183K
|
+14,145
|
+4%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$5.24M
|
+$183K
|
+14,145
|
+4%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$4.64M
|
+$269K
|
+20,763
|
+6%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$3.65M
|
-$118K
|
-9,065
|
-3%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$2.95M
|
+$555K
|
+42,786
|
+24%
|
|
|
17
|
|
$2.81M
|
+$251K
|
+19,380
|
+10%
|
|
|
18
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$2.68M
|
+$2.58M
|
+199,058
|
New
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$2.5M
|
-$10.4K
|
-800
|
-0.4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.02M
|
+$1.11M
|
+85,306
|
+131%
|
|
|
21
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.7M
|
+$3.19K
|
+246
|
+0.2%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$1.64M
|
+$270K
|
+20,812
|
+21%
|
|
|
23
|
Camelot Portfolios
Maumee,
Ohio
|
$1.61M
|
-$2.7K
|
-208
|
-0.2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.61M
|
+$3.5K
|
+270
|
+0.2%
|
|
|
25
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.31M
|
-$57.5K
|
-4,434
|
-4%
|
|
