|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$32.7M
|
+$2.55M
|
+234,628
|
+8%
|
|
|
2
|
Relative Value Partners Group
|
$30.6M
|
+$30.8M
|
+2,827,133
|
New
|
|
|
3
|
|
$13.9M
|
+$802K
|
+73,672
|
+6%
|
|
|
4
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$8.46M
|
+$215K
|
+19,724
|
+3%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$7.76M
|
+$531K
|
+48,790
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.08M
|
-$2.19M
|
-201,656
|
-24%
|
|
|
7
|
|
$6.18M
|
+$67.1K
|
+6,165
|
+1%
|
|
|
8
|
Aris Wealth Services
State College,
Pennsylvania
|
$5.08M
|
-$64.9K
|
-5,964
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.52M
|
+$196K
|
+18,035
|
+5%
|
|
|
10
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$3.58M
|
-$54.4K
|
-5,000
|
-1%
|
|
|
11
|
Cornerstone Advisors
Asheville,
North Carolina
|
$3.33M
|
-$1.97M
|
-180,588
|
-37%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.33M
|
+$525K
|
+48,201
|
+29%
|
|
|
13
|
1607 Capital Partners
Richmond,
Virginia
|
$2.13M
|
-$128K
|
-11,780
|
-6%
|
|
|
14
|
Aviance Capital Partners
Naples,
Florida
|
$1.76M
|
-$17.3K
|
-1,587
|
-1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
+$49.6K
|
+4,557
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.55M
|
-$116K
|
-10,701
|
-7%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.48M
|
+$433K
|
+39,818
|
+41%
|
|
|
18
|
|
$1.3M
|
+$35.5K
|
+3,266
|
+3%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.19M
|
+$113K
|
+10,364
|
+10%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.12M
|
+$107K
|
+9,826
|
+10%
|
|
|
21
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.1M
|
-$26.1K
|
-2,400
|
-2%
|
|
|
22
|
Independence Trust
Franklin,
Tennessee
|
$1.02M
|
+$183K
|
+16,821
|
+22%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$930K
|
-$17.1K
|
-1,567
|
-2%
|
|
|
24
|
Arete Wealth Advisors
Chicago,
Illinois
|
$899K
|
-$475K
|
-43,679
|
-34%
|
|
|
25
|
James Investment Research
Alpha,
Ohio
|
$828K
|
-$44.3K
|
-4,067
|
-5%
|
|
