|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$71.7M
|
-$2.08M
|
-144,674
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$70.6M
|
+$2.51M
|
+174,861
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$62.8M
|
-$101K
|
-7,019
|
-0.2%
|
|
|
4
|
|
$25.4M
|
+$1.48M
|
+103,125
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
+$82K
|
+5,705
|
+0.4%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$18.7M
|
-$116K
|
-8,095
|
-0.6%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14M
|
+$666K
|
+46,354
|
+5%
|
|
|
8
|
|
$13.8M
|
-$2.94M
|
-204,520
|
-18%
|
|
|
9
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$10.6M
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$1.12M
|
+77,932
|
+13%
|
|
|
11
|
Bramshill Investments
Naples,
Florida
|
$10.1M
|
+$1.31M
|
+90,923
|
+15%
|
|
|
12
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$10M
|
+$135K
|
+9,393
|
+1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.76M
|
+$444K
|
+30,885
|
+5%
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.49M
|
-$979K
|
-68,121
|
-12%
|
|
|
15
|
NWAM LLC
Mercer Island,
Washington
|
$6.55M
|
-$382K
|
-26,546
|
-6%
|
|
|
16
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$6.25M
|
-$54.4K
|
-3,786
|
-0.9%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.91M
|
+$308K
|
+21,431
|
+6%
|
|
|
18
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$4.25M
|
-$34.8K
|
-2,419
|
-0.8%
|
|
|
19
|
Penserra Capital Management
Orinda,
California
|
$4.12M
|
+$282K
|
+19,615
|
+8%
|
|
|
20
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$3.72M
|
-$122K
|
-8,474
|
-3%
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
$3.61M
|
-$10.4M
|
-723,690
|
-75%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$3.61M
|
+$285K
|
+19,826
|
+9%
|
|
|
23
|
|
$3.56M
|
+$1.38M
|
+96,104
|
+66%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.42M
|
+$174K
|
+12,072
|
+5%
|
|
|
25
|
Advisors Asset Management
Monument,
Colorado
|
$3.29M
|
+$1.05M
|
+73,101
|
+48%
|
|
