|
1
|
|
$52.1M
|
–
|
–
|
–
|
|
|
2
|
|
$17M
|
+$1.41M
|
+30,732
|
+9%
|
|
|
3
|
Camden Asset Management
Los Angeles,
California
|
$16.5M
|
+$8.08M
|
+175,913
|
+98%
|
|
|
4
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$7.88M
|
-$5.42M
|
-117,956
|
-20%
|
|
|
5
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$7.4M
|
–
|
–
|
–
|
|
|
6
|
Gabelli Funds
Rye,
New York
|
$5.71M
|
–
|
–
|
–
|
|
|
7
|
|
$4.74M
|
+$29.3K
|
+638
|
+0.6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.51M
|
-$62.7K
|
-1,365
|
-1%
|
|
|
9
|
KCS Wealth Advisory
Los Angeles,
California
|
$3.92M
|
+$160K
|
+3,481
|
+4%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$2.09M
|
+$3.12K
|
+68
|
+0.2%
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.15M
|
+$272K
|
+5,919
|
+31%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$741K
|
+$45.9K
|
+1,000
|
+7%
|
|
|
13
|
C2C Wealth Management
Scottsdale,
Arizona
|
$733K
|
-$62.7K
|
-1,365
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$659K
|
-$132K
|
-2,875
|
-17%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$551K
|
+$101K
|
+2,196
|
+23%
|
|
|
16
|
Denver PWM
Denver,
Colorado
|
$417K
|
+$3.95K
|
+86
|
+0.4%
|
|
|
17
|
Hills Bank & Trust
North Liberty,
Iowa
|
$414K
|
–
|
–
|
–
|
|
|
18
|
Neuberger Berman Group
New York
|
$243K
|
-$18.7K
|
-408
|
-7%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$230K
|
-$29.2K
|
-637
|
-11%
|
|
|
20
|
Shufro Rose & Co
New York
|
$228K
|
–
|
–
|
–
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$218K
|
–
|
–
|
–
|
|
|
22
|
Ignite Planners
San Clemente,
California
|
$199K
|
-$41.3K
|
-900
|
-7%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$187K
|
–
|
–
|
–
|
|
|
24
|
Diligent Investors
Redlands,
California
|
$182K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$179K
|
+$58K
|
+1,264
|
+49%
|
|
