|
1
|
Wells Fargo
San Francisco,
California
|
$33.2M
|
-$16M
|
-1,106,740
|
-33%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$32.9M
|
+$7.11M
|
+492,138
|
+28%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
-$1.34M
|
-92,979
|
-5%
|
|
|
4
|
|
$23.2M
|
+$1.25M
|
+86,364
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
+$2.37M
|
+164,323
|
+13%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$16.1M
|
+$3.86M
|
+267,204
|
+32%
|
|
|
7
|
|
$9.38M
|
+$433K
|
+29,972
|
+5%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.51M
|
+$490K
|
+33,916
|
+6%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$8.1M
|
+$995K
|
+68,877
|
+14%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$5.62M
|
+$186K
|
+12,905
|
+3%
|
|
|
11
|
RHS Financial
San Francisco,
California
|
$4.31M
|
+$167K
|
+11,583
|
+4%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$4.18M
|
+$298K
|
+20,611
|
+8%
|
|
|
13
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$3.93M
|
+$72.6K
|
+5,025
|
+2%
|
|
|
14
|
1607 Capital Partners
Richmond,
Virginia
|
$3.92M
|
-$3.73M
|
-258,200
|
-49%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$3M
|
+$315K
|
+21,781
|
+12%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.68M
|
+$432K
|
+29,888
|
+19%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$2.41M
|
+$272K
|
+18,856
|
+13%
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$2.37M
|
-$225K
|
-15,555
|
-9%
|
|
|
19
|
|
$1.93M
|
-$50.5K
|
-3,500
|
-3%
|
|
|
20
|
TCG Advisors
Austin,
Texas
|
$1.9M
|
+$147K
|
+10,173
|
+8%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.88M
|
+$30.9K
|
+2,140
|
+2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.81M
|
+$332K
|
+22,961
|
+23%
|
|
|
23
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.72M
|
-$4.03M
|
-278,804
|
-70%
|
|
|
24
|
Camelot Portfolios
Maumee,
Ohio
|
$1.62M
|
-$1.13K
|
-78
|
-0.1%
|
|
|
25
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.4M
|
-$1.51M
|
-104,395
|
-52%
|
|
