|
1
|
Wells Fargo
San Francisco,
California
|
$31.7M
|
+$1.71M
|
+117,627
|
+5%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$27.9M
|
-$2.1M
|
-143,935
|
-6%
|
|
|
3
|
|
$19.1M
|
-$2.14M
|
-146,577
|
-9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
-$4.05M
|
-277,631
|
-20%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$13.3M
|
-$1.42M
|
-97,234
|
-9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$13M
|
-893,163
|
-52%
|
|
|
7
|
|
$8.26M
|
-$273K
|
-18,725
|
-3%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.03M
|
-$761K
|
-52,183
|
-9%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.79M
|
-$623K
|
-42,747
|
-8%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$6.59M
|
+$7.26M
|
+498,213
|
New
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$5.14M
|
+$53.4K
|
+3,665
|
+1%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$4.43M
|
+$700K
|
+47,988
|
+17%
|
|
|
13
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$4.01M
|
+$495K
|
+33,925
|
+13%
|
|
|
14
|
RHS Financial
San Francisco,
California
|
$3.5M
|
-$458K
|
-31,429
|
-11%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$2.96M
|
+$266K
|
+18,255
|
+9%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$2.38M
|
+$210K
|
+14,438
|
+9%
|
|
|
17
|
1607 Capital Partners
Richmond,
Virginia
|
$2.22M
|
-$1.48M
|
-101,211
|
-38%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.87M
|
+$190K
|
+13,050
|
+10%
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$1.87M
|
-$309K
|
-21,221
|
-13%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.79M
|
-$709K
|
-48,618
|
-26%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$154K
|
+10,548
|
+9%
|
|
|
22
|
|
$1.54M
|
-$233K
|
-16,000
|
-12%
|
|
|
23
|
TCG Advisors
Austin,
Texas
|
$1.33M
|
-$428K
|
-29,361
|
-23%
|
|
|
24
|
|
$1.28M
|
+$527K
|
+36,149
|
+59%
|
|
|
25
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.26M
|
-$1.95K
|
-134
|
-0.1%
|
|
