|
1
|
|
$53.7M
|
–
|
–
|
–
|
|
|
2
|
Camden Asset Management
Los Angeles,
California
|
$35.6M
|
+$12M
|
+253,943
|
+52%
|
|
|
3
|
|
$21.4M
|
+$1.48M
|
+31,450
|
+8%
|
|
|
4
|
Dupree Financial Group
Lexington,
Kentucky
|
$13M
|
+$33.4M
|
+708,174
|
New
|
|
|
5
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$6.45M
|
-$7.32M
|
-155,226
|
Closed
|
|
|
6
|
Gabelli Funds
Rye,
New York
|
$5.9M
|
–
|
–
|
–
|
|
|
7
|
|
$5.31M
|
+$184K
|
+3,911
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.04M
|
-$506K
|
-10,718
|
-11%
|
|
|
9
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2.91M
|
-$8.91M
|
-188,843
|
-54%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$2.52M
|
+$295K
|
+6,243
|
+13%
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.81M
|
+$122K
|
+2,590
|
+7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.09M
|
+$43.7K
|
+926
|
+4%
|
|
|
13
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$947K
|
+$403K
|
+8,541
|
+76%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$581K
|
–
|
–
|
–
|
|
|
15
|
American Century Companies
Kansas City,
Missouri
|
$565K
|
+$255K
|
+5,395
|
+85%
|
|
|
16
|
Diligent Investors
Redlands,
California
|
$465K
|
+$1.2M
|
+25,354
|
New
|
|
|
17
|
Requisite Capital Management
Dallas,
Texas
|
$432K
|
–
|
–
|
–
|
|
|
18
|
Hills Bank & Trust
North Liberty,
Iowa
|
$427K
|
–
|
–
|
–
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$324K
|
+$18.8K
|
+399
|
+6%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$252K
|
+$70.3K
|
+1,490
|
+12%
|
|
|
21
|
Neuberger Berman Group
New York
|
$239K
|
-$209K
|
-4,426
|
-47%
|
|
|
22
|
Shufro Rose & Co
New York
|
$225K
|
-$9.44K
|
-200
|
-4%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$221K
|
-$242K
|
-5,125
|
-53%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$181K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$168K
|
-$242K
|
-5,123
|
-59%
|
|
