|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14.5M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$713K
|
+45,533
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.29M
|
+$1.21M
|
+77,542
|
+17%
|
|
|
4
|
|
$8.13M
|
+$178K
|
+11,390
|
+2%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$6.8M
|
+$964K
|
+61,603
|
+17%
|
|
|
6
|
Karpus Investment Management
Pittsford,
New York
|
$4.95M
|
-$3.48M
|
-222,487
|
-41%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.71M
|
+$999K
|
+63,807
|
+27%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.28M
|
+$27.3K
|
+1,745
|
+0.6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.19M
|
+$284K
|
+18,113
|
+7%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.93M
|
+$18.8K
|
+1,204
|
+0.5%
|
|
|
11
|
|
$3.87M
|
+$612K
|
+39,097
|
+19%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$3.85M
|
+$180K
|
+11,473
|
+5%
|
|
|
13
|
Oxbow Advisors
Austin,
Texas
|
$3.32M
|
+$536K
|
+34,275
|
+19%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.19M
|
–
|
–
|
–
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.17M
|
-$347K
|
-22,166
|
-10%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.91M
|
-$53.6K
|
-3,426
|
-2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.53M
|
+$640K
|
+40,892
|
+34%
|
|
|
18
|
1607 Capital Partners
Richmond,
Virginia
|
$2.48M
|
+$272K
|
+17,390
|
+12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3M
|
+$72K
|
+4,602
|
+3%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.04M
|
+$346K
|
+22,125
|
+20%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$1.66M
|
-$24.9K
|
-1,594
|
-1%
|
|
|
22
|
Aviance Capital Partners
Naples,
Florida
|
$1.6M
|
-$78.4K
|
-5,006
|
-5%
|
|
|
23
|
|
$1.57M
|
-$84.6K
|
-5,405
|
-5%
|
|
|
24
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.46M
|
-$164K
|
-10,456
|
-10%
|
|
|
25
|
Financial Sense Advisors
San Diego,
California
|
$1.3M
|
+$1.3M
|
+83,171
|
New
|
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