|
1
|
Wells Fargo
San Francisco,
California
|
$59.1M
|
-$7.13M
|
-525,172
|
-11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
-$1.4M
|
-103,210
|
-5%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$23M
|
+$3.12M
|
+229,773
|
+16%
|
|
|
4
|
|
$20.1M
|
-$537K
|
-39,583
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$272K
|
-20,038
|
-2%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$10.9M
|
+$1.53M
|
+112,509
|
+17%
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$10.4M
|
–
|
–
|
–
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$9.37M
|
-$1.11M
|
-81,700
|
-11%
|
|
|
9
|
|
$8.72M
|
+$540K
|
+39,770
|
+7%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.46M
|
+$396K
|
+29,179
|
+6%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.75M
|
+$106K
|
+7,780
|
+2%
|
|
|
12
|
Bartlett & Co
Cincinnati,
Ohio
|
$5.47M
|
-$5.59K
|
-412
|
-0.1%
|
|
|
13
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.47M
|
-$5.59K
|
-412
|
-0.1%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$5.12M
|
+$267K
|
+19,648
|
+6%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$3.84M
|
+$23.3K
|
+1,714
|
+0.6%
|
|
|
16
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$3.56M
|
+$733K
|
+54,032
|
+27%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$3.11M
|
+$29.5K
|
+2,173
|
+1%
|
|
|
18
|
|
$2.7M
|
-$228K
|
-16,800
|
-8%
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$2.61M
|
-$2.05K
|
-151
|
-0.1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.11M
|
-$3.5K
|
-258
|
-0.2%
|
|
|
21
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.02M
|
+$1.95M
|
+144,014
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.92M
|
+$1.85M
|
+136,375
|
New
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$1.8M
|
+$83K
|
+6,116
|
+5%
|
|
|
24
|
Camelot Portfolios
Maumee,
Ohio
|
$1.61M
|
-$75.8K
|
-5,587
|
-5%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.35M
|
-$319K
|
-23,506
|
-20%
|
|
