|
1
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
-$124M
|
-3,214,263
|
-49%
|
|
|
2
|
|
$88.6M
|
-$2.59M
|
-66,953
|
-3%
|
|
|
3
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$70.2M
|
+$71.2M
|
+1,839,038
|
New
|
|
|
4
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$65.3M
|
+$4.76M
|
+123,030
|
+8%
|
|
|
5
|
Welch & Forbes
Boston,
Massachusetts
|
$52.1M
|
+$3.11M
|
+80,396
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$45.9M
|
+$46.6M
|
+1,203,479
|
New
|
|
|
7
|
Independence Trust
Franklin,
Tennessee
|
$44.1M
|
-$22.6K
|
-584
|
-0.1%
|
|
|
8
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$43.1M
|
-$7.01M
|
-181,169
|
-14%
|
|
|
9
|
Signature Financial Management
Norfolk,
Virginia
|
$32.8M
|
-$1.79M
|
-46,181
|
-5%
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$26.6M
|
+$3.13M
|
+80,994
|
+13%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$25.4M
|
-$2.64M
|
-68,200
|
-9%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.9M
|
+$140K
|
+3,629
|
+0.7%
|
|
|
13
|
Highmount Capital
New York
|
$18.8M
|
-$257K
|
-6,647
|
-1%
|
|
|
14
|
Citizens Business Bank
Ontario,
California
|
$17.6M
|
+$1.02M
|
+26,385
|
+6%
|
|
|
15
|
Brown Advisory
Baltimore,
Maryland
|
$17M
|
-$939K
|
-24,269
|
-5%
|
|
|
16
|
|
$16.9M
|
+$3.82M
|
+98,753
|
+29%
|
|
|
17
|
|
$16.5M
|
+$2.92M
|
+75,396
|
+21%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
+$206K
|
+5,328
|
+1%
|
|
|
19
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$15.8M
|
+$2M
|
+51,550
|
+14%
|
|
|
20
|
Advisors Asset Management
Monument,
Colorado
|
$14.8M
|
+$841K
|
+21,741
|
+6%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$723K
|
+18,691
|
+6%
|
|
|
22
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$12.4M
|
+$142K
|
+3,680
|
+1%
|
|
|
23
|
Twele Capital Management
Minnetonka,
Minnesota
|
$11.5M
|
+$2.03M
|
+52,405
|
+21%
|
|
|
24
|
BBVA USA Bancshares
Houston,
Texas
|
$11.4M
|
+$548K
|
+14,171
|
+5%
|
|
|
25
|
|
$9.39M
|
-$162K
|
-4,190
|
-2%
|
|
