|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$57.3M
|
-$16.2M
|
-570,000
|
-20%
|
|
|
2
|
|
$33.9M
|
-$41.3K
|
-1,449
|
-0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
-$2.63M
|
-92,332
|
-11%
|
|
|
4
|
Cumberland Advisors
Sarasota,
Florida
|
$12M
|
-$358K
|
-12,560
|
-3%
|
|
|
5
|
International Assets Investment Management
Orlando,
Florida
|
$11.2M
|
+$4.96M
|
+174,169
|
New
|
|
|
6
|
|
$10M
|
+$11.4M
|
+400,066
|
+16,580%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.97M
|
-$44.8K
|
-1,573
|
-0.6%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
$6.57M
|
+$1.17M
|
+40,903
|
+18%
|
|
|
9
|
|
$6.3M
|
–
|
–
|
–
|
|
|
10
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.48M
|
+$5.14M
|
+180,356
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.47M
|
-$4.47M
|
-156,764
|
-47%
|
|
|
12
|
BNP Paribas Financial Markets
Paris,
France
|
$4.11M
|
-$3.68M
|
-129,144
|
-44%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.45M
|
-$1.49M
|
-52,250
|
-27%
|
|
|
14
|
Schafer Cullen Capital Management
New York
|
$3.4M
|
+$2.4M
|
+84,079
|
+159%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.6M
|
-$450K
|
-15,794
|
-13%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
+$1.51M
|
+52,972
|
+131%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.09M
|
-$236K
|
-8,299
|
-9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.88M
|
+$300K
|
+10,543
|
+16%
|
|
|
19
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.73M
|
-$42.2K
|
-1,481
|
-2%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.58M
|
-$1.08M
|
-38,020
|
-37%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$1.51M
|
-$39.8K
|
-1,396
|
-2%
|
|
|
22
|
Dowling & Yahnke
San Diego,
California
|
$1.47M
|
-$114K
|
-4,015
|
-6%
|
|
|
23
|
PagnatoKarp Partners
Reston,
Virginia
|
$1.43M
|
+$57K
|
+2,000
|
+4%
|
|
|
24
|
Tocqueville Asset Management
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
25
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.21M
|
-$22.6K
|
-794
|
-2%
|
|
