|
1
|
Wells Fargo
San Francisco,
California
|
$48.9M
|
-$11.7M
|
-818,850
|
-19%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$26.3M
|
+$428K
|
+29,884
|
+2%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$25.5M
|
+$1.83M
|
+128,141
|
+8%
|
|
|
4
|
|
$21.7M
|
+$1.1M
|
+77,041
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
+$697K
|
+48,724
|
+4%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$12.1M
|
+$824K
|
+57,561
|
+7%
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$9.02M
|
-$1.68M
|
-117,724
|
-16%
|
|
|
8
|
|
$8.86M
|
-$94.8K
|
-6,624
|
-1%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.94M
|
+$271K
|
+18,967
|
+4%
|
|
|
10
|
1607 Capital Partners
Richmond,
Virginia
|
$7.62M
|
-$1.99M
|
-138,900
|
-21%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.04M
|
+$1.11M
|
+77,843
|
+19%
|
|
|
12
|
Bartlett & Co
Cincinnati,
Ohio
|
$5.73M
|
+$104K
|
+7,281
|
+2%
|
|
|
13
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.73M
|
+$104K
|
+7,281
|
+2%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$5.38M
|
+$114K
|
+7,980
|
+2%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$4.11M
|
+$153K
|
+10,716
|
+4%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$3.85M
|
+$643K
|
+44,967
|
+20%
|
|
|
17
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$3.82M
|
+$160K
|
+11,216
|
+4%
|
|
|
18
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.89M
|
+$804K
|
+56,221
|
+39%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$2.66M
|
+$682K
|
+47,675
|
+35%
|
|
|
20
|
The Family Firm
Bethesda,
Maryland
|
$2.57M
|
-$110K
|
-7,657
|
-4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.22M
|
+$50K
|
+3,498
|
+2%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$2.12M
|
+$265K
|
+18,543
|
+14%
|
|
|
23
|
|
$1.96M
|
-$802K
|
-56,085
|
-29%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.83M
|
+$647K
|
+45,207
|
+56%
|
|
|
25
|
TCG Advisors
Austin,
Texas
|
$1.72M
|
+$561K
|
+39,207
|
+48%
|
|
