|
1
|
|
$51.6M
|
–
|
–
|
–
|
|
|
2
|
|
$15.4M
|
+$216K
|
+4,727
|
+1%
|
|
|
3
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$10.1M
|
+$26.3M
|
+575,513
|
New
|
|
|
4
|
Camden Asset Management
Los Angeles,
California
|
$8.27M
|
+$8.22M
|
+180,026
|
New
|
|
|
5
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$7.32M
|
-$536K
|
-11,737
|
-7%
|
|
|
6
|
Gabelli Funds
Rye,
New York
|
$5.65M
|
–
|
–
|
–
|
|
|
7
|
|
$4.69M
|
+$719K
|
+15,753
|
+18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.53M
|
-$176K
|
-3,851
|
-4%
|
|
|
9
|
KCS Wealth Advisory
Los Angeles,
California
|
$3.72M
|
+$542K
|
+11,871
|
+17%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$2.07M
|
+$13.2K
|
+290
|
+0.6%
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$864K
|
+$313K
|
+6,850
|
+57%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$784K
|
+$8.22K
|
+180
|
+1%
|
|
|
13
|
C2C Wealth Management
Scottsdale,
Arizona
|
$784K
|
+$2.01M
|
+43,999
|
New
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$685K
|
+$75.3K
|
+1,650
|
+12%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$445K
|
+$441K
|
+9,670
|
New
|
|
|
16
|
Denver PWM
Denver,
Colorado
|
$412K
|
+$3.42K
|
+75
|
+0.3%
|
|
|
17
|
Hills Bank & Trust
North Liberty,
Iowa
|
$410K
|
–
|
–
|
–
|
|
|
18
|
Neuberger Berman Group
New York
|
$259K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$257K
|
+$43.6K
|
+955
|
+21%
|
|
|
20
|
Shufro Rose & Co
New York
|
$225K
|
–
|
–
|
–
|
|
|
21
|
Ignite Planners
San Clemente,
California
|
$225K
|
+$579K
|
+12,688
|
New
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$222K
|
–
|
–
|
–
|
|
|
23
|
Diligent Investors
Redlands,
California
|
$185K
|
+$482K
|
+10,554
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$119K
|
+$5.43K
|
+119
|
+5%
|
|
