|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$71.4M
|
+$4.52M
|
+324,648
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$65.8M
|
+$2.72M
|
+195,419
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$60.8M
|
-$68.1M
|
-4,886,652
|
-53%
|
|
|
4
|
|
$23.1M
|
+$4.72M
|
+338,414
|
+26%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$18.6M
|
+$2.45M
|
+175,509
|
+15%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$18.2M
|
-$171K
|
-12,302
|
-1%
|
|
|
7
|
|
$16.3M
|
+$2.14M
|
+153,734
|
+16%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$13.8M
|
-$837K
|
-60,024
|
-6%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$12.9M
|
+$1.4M
|
+100,401
|
+12%
|
|
|
10
|
|
$10.9M
|
-$54.1M
|
-3,884,152
|
-83%
|
|
|
11
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$10.3M
|
–
|
–
|
–
|
|
|
12
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$9.56M
|
-$95.1K
|
-6,822
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.86M
|
-$217K
|
-15,543
|
-2%
|
|
|
14
|
Bramshill Investments
Naples,
Florida
|
$8.47M
|
-$1.5M
|
-107,511
|
-15%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.21M
|
+$149K
|
+10,699
|
+2%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.03M
|
-$307K
|
-22,040
|
-4%
|
|
|
17
|
NWAM LLC
Mercer Island,
Washington
|
$6.71M
|
-$398K
|
-28,583
|
-6%
|
|
|
18
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$6.1M
|
-$45.9K
|
-3,293
|
-0.8%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.41M
|
-$61.5K
|
-4,413
|
-1%
|
|
|
20
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$4.09M
|
+$324K
|
+23,249
|
+9%
|
|
|
21
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$3.71M
|
+$3.64M
|
+261,081
|
New
|
|
|
22
|
Penserra Capital Management
Orinda,
California
|
$3.7M
|
+$206K
|
+14,760
|
+6%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.2M
|
+$72.1K
|
+5,171
|
+2%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$3.16M
|
+$3.32K
|
+238
|
+0.1%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.14M
|
+$213K
|
+15,295
|
+7%
|
|
