|
26
|
Neville Rodie & Shaw
New York
|
$848K
|
–
|
–
|
–
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$818K
|
-$136K
|
-3,190
|
-15%
|
|
|
28
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$800K
|
+$764K
|
+17,957
|
New
|
|
|
29
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$713K
|
+$34K
|
+800
|
+5%
|
|
|
30
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$672K
|
+$52.2K
|
+1,227
|
+9%
|
|
|
31
|
Karpus Investment Management
Pittsford,
New York
|
$669K
|
–
|
–
|
–
|
|
|
32
|
55I LLC
Boston,
Massachusetts
|
$655K
|
+$625K
|
+14,697
|
New
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$605K
|
-$55.4K
|
-1,302
|
-9%
|
|
|
34
|
Advisors Asset Management
Monument,
Colorado
|
$605K
|
-$1.19K
|
-28
|
-0.2%
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$603K
|
–
|
–
|
–
|
|
|
36
|
Diversified Trust
Memphis,
Tennessee
|
$593K
|
–
|
–
|
–
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$588K
|
+$146K
|
+3,432
|
+35%
|
|
|
38
|
Meridian Investment Counsel
Lafayette,
California
|
$508K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$497K
|
+$38.5K
|
+904
|
+9%
|
|
|
40
|
City of London Investment Management
London,
United Kingdom
|
$406K
|
-$1.08M
|
-25,336
|
-74%
|
|
|
41
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$376K
|
–
|
–
|
–
|
|
|
42
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$352K
|
–
|
–
|
–
|
|
|
43
|
Oppenheimer & Co
New York
|
$320K
|
+$24.9K
|
+584
|
+9%
|
|
|
44
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$267K
|
-$766K
|
-18,000
|
-75%
|
|
|
45
|
Stephens Inc
Little Rock,
Arkansas
|
$262K
|
+$250K
|
+5,875
|
New
|
|
|
46
|
Mraz Amerine & Associates
Modesto,
California
|
$261K
|
–
|
–
|
–
|
|
|
47
|
Guggenheim Capital
Chicago,
Illinois
|
$261K
|
+$249K
|
+5,848
|
New
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$258K
|
-$8.3K
|
-195
|
-3%
|
|
|
49
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$255K
|
-$59.6K
|
-1,400
|
-20%
|
|
|
50
|
|
$254K
|
+$19.7K
|
+464
|
+9%
|
|
