|
1
|
|
$38.3M
|
-$7.75M
|
-574,504
|
-16%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$23.5M
|
-$3.34M
|
-247,787
|
-12%
|
|
|
3
|
Penserra Capital Management
Orinda,
California
|
$9.01M
|
+$832K
|
+61,713
|
+10%
|
|
|
4
|
Herr Investment Group
Austin,
Texas
|
$8.48M
|
+$8.72M
|
+646,298
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.07M
|
-$2.89M
|
-214,295
|
-26%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.74M
|
-$41.3K
|
-3,060
|
-0.6%
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$5.89M
|
–
|
–
|
–
|
|
|
8
|
|
$5.46M
|
–
|
–
|
–
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$4.65M
|
-$1.07M
|
-78,985
|
-18%
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$4.27M
|
+$4.39M
|
+325,634
|
New
|
|
|
11
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.25M
|
+$1.31M
|
+97,026
|
+43%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$3.96M
|
+$171K
|
+12,711
|
+4%
|
|
|
13
|
City of London Investment Management
London,
United Kingdom
|
$3.63M
|
+$336K
|
+24,900
|
+10%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.47M
|
+$636K
|
+47,174
|
+22%
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$3.31M
|
+$106K
|
+7,826
|
+3%
|
|
|
16
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$2.62M
|
–
|
–
|
–
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.59M
|
+$973K
|
+72,141
|
+58%
|
|
|
18
|
Atlas Wealth
Cincinnati,
Ohio
|
$2.58M
|
+$2.65M
|
+196,616
|
New
|
|
|
19
|
|
$1.89M
|
-$70.2K
|
-5,206
|
-3%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$1.82M
|
+$41.2K
|
+3,056
|
+2%
|
|
|
21
|
Family Management
New York
|
$1.15M
|
-$455K
|
-33,726
|
-28%
|
|
|
22
|
Relative Value Partners Group
|
$1.13M
|
-$150K
|
-11,131
|
-11%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1.04M
|
-$388K
|
-28,802
|
-27%
|
|
|
24
|
Logan Stone Capital
Chicago,
Illinois
|
$961K
|
+$69.7K
|
+5,164
|
+8%
|
|
|
25
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$955K
|
+$967K
|
+71,681
|
New
|
|
