|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$7.52M
|
-$1.37M
|
-19,708
|
-13%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.55M
|
+$384K
|
+5,510
|
+5%
|
|
|
3
|
|
$6.15M
|
+$399K
|
+5,727
|
+6%
|
|
|
4
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$5.82M
|
–
|
–
|
–
|
|
|
5
|
California Public Employees Retirement System
Sacramento,
California
|
$4.15M
|
–
|
–
|
–
|
|
|
6
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.08M
|
+$166K
|
+2,384
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.42M
|
+$2M
|
+28,679
|
+96%
|
|
|
8
|
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
$3.28M
|
-$35.5K
|
-509
|
-0.9%
|
|
|
9
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
$2.91M
|
+$3.48M
|
+50,000
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
-$1.11M
|
-15,862
|
-26%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2M
|
-$1.89M
|
-27,052
|
-44%
|
|
|
12
|
BlackRock Institutional Trust
San Francisco,
California
|
$1.85M
|
-$1.36M
|
-19,512
|
-38%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.67M
|
-$232K
|
-3,326
|
-10%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$1.66M
|
-$758K
|
-10,879
|
-28%
|
|
|
15
|
|
$1.63M
|
+$200K
|
+2,872
|
+11%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.38M
|
-$1.46M
|
-20,955
|
-47%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$1.32M
|
+$543K
|
+7,795
|
+52%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.31M
|
+$127K
|
+1,826
|
+9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.18M
|
-$179K
|
-2,572
|
-11%
|
|
|
20
|
Rezny Wealth Management
Fort Myers,
Florida
|
$1.13M
|
+$1.35M
|
+19,421
|
New
|
|
|
21
|
Bank of New York Mellon
New York
|
$1.11M
|
-$220K
|
-3,160
|
-14%
|
|
|
22
|
Old West Investment Management
Los Angeles,
California
|
$849K
|
-$167K
|
-2,400
|
-14%
|
|
|
23
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$786K
|
-$1.74M
|
-24,900
|
-65%
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$730K
|
-$195K
|
-2,795
|
-18%
|
|
|
25
|
Investment Centers of America
Bismarck,
North Dakota
|
$701K
|
+$118K
|
+1,693
|
+16%
|
|
