|
1
|
Bank of America
Charlotte,
North Carolina
|
$213M
|
+$6.99M
|
+204,852
|
+3%
|
|
|
2
|
|
$69.5M
|
+$3.67M
|
+107,606
|
+5%
|
|
|
3
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$64.5M
|
+$6.68M
|
+195,865
|
+10%
|
|
|
4
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$56.3M
|
+$893K
|
+26,169
|
+1%
|
|
|
5
|
Welch & Forbes
Boston,
Massachusetts
|
$43.6M
|
+$1.33M
|
+39,020
|
+3%
|
|
|
6
|
Independence Trust
Franklin,
Tennessee
|
$35.4M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
+$1.79M
|
+52,375
|
+5%
|
|
|
8
|
Signature Financial Management
Norfolk,
Virginia
|
$29.7M
|
+$1.33M
|
+39,117
|
+4%
|
|
|
9
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$27.3M
|
-$2.81M
|
-82,227
|
-8%
|
|
|
10
|
Citizens Business Bank
Ontario,
California
|
$19.5M
|
+$4.29M
|
+125,691
|
+25%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$18.9M
|
-$1.45M
|
-42,485
|
-6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$18.5M
|
-$517K
|
-15,155
|
-2%
|
|
|
13
|
Highmount Capital
New York
|
$15.3M
|
+$287K
|
+8,411
|
+2%
|
|
|
14
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$13.8M
|
+$527K
|
+15,439
|
+4%
|
|
|
15
|
|
$13.7M
|
-$36.1K
|
-1,057
|
-0.2%
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$12.9M
|
-$1.08M
|
-31,750
|
-7%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$655K
|
-19,181
|
-4%
|
|
|
18
|
|
$12.5M
|
-$1.53M
|
-44,854
|
-10%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.7M
|
-$1.3M
|
-38,224
|
-10%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.3M
|
-$6.5M
|
-190,510
|
-36%
|
|
|
21
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$9.84M
|
-$353K
|
-10,349
|
-3%
|
|
|
22
|
Cedar Hill Associates
Chicago,
Illinois
|
$9.56M
|
+$1.88M
|
+55,100
|
+21%
|
|
|
23
|
Twele Capital Management
Minnetonka,
Minnesota
|
$9.28M
|
–
|
–
|
–
|
|
|
24
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$9.26M
|
+$10.3M
|
+301,665
|
New
|
|
|
25
|
BTR Capital Management
Oakland,
California
|
$9.04M
|
+$1.87M
|
+54,845
|
+23%
|
|
