|
1
|
Wells Fargo
San Francisco,
California
|
$36.3M
|
-$491K
|
-33,265
|
-1%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$30.9M
|
-$1.48M
|
-100,184
|
-5%
|
|
|
3
|
|
$20.9M
|
-$1.24M
|
-83,936
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
+$804K
|
+54,460
|
+5%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$11.6M
|
-$3.74M
|
-253,314
|
-25%
|
|
|
6
|
|
$10.5M
|
+$10.1M
|
+682,360
|
New
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.23M
|
+$61.6K
|
+4,170
|
+0.8%
|
|
|
8
|
|
$7.92M
|
-$1.61M
|
-109,310
|
-18%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.92M
|
-$925K
|
-62,644
|
-12%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$6.61M
|
-$1M
|
-67,877
|
-14%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$5.97M
|
-$6.72K
|
-455
|
-0.1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.53M
|
-$6.96M
|
-471,307
|
-57%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$5.5M
|
+$341K
|
+23,076
|
+7%
|
|
|
14
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$4.62M
|
-$37.2K
|
-2,519
|
-0.8%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$3.67M
|
+$3.42M
|
+231,774
|
+3,220%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.4M
|
+$1.17M
|
+79,269
|
+56%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$3.32M
|
-$122K
|
-8,239
|
-4%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$2.72M
|
-$37.6K
|
-2,550
|
-1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.41M
|
+$327K
|
+22,141
|
+16%
|
|
|
20
|
The Family Firm
Bethesda,
Maryland
|
$2.15M
|
-$15.8K
|
-1,069
|
-0.8%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.92M
|
+$1.35M
|
+91,752
|
+278%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.82M
|
-$249K
|
-16,879
|
-12%
|
|
|
23
|
RHS Financial
San Francisco,
California
|
$1.74M
|
-$2.23M
|
-151,334
|
-57%
|
|
|
24
|
|
$1.61M
|
-$170K
|
-11,500
|
-10%
|
|
|
25
|
|
$1.49M
|
–
|
–
|
–
|
|
