|
1
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
+$3.52M
|
+180,209
|
+3%
|
|
|
2
|
|
$43.6M
|
+$417K
|
+21,346
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
+$848K
|
+43,396
|
+3%
|
|
|
4
|
Welch & Forbes
Boston,
Massachusetts
|
$25.8M
|
-$164K
|
-8,402
|
-0.7%
|
|
|
5
|
Citizens Business Bank
Ontario,
California
|
$21M
|
-$922K
|
-47,197
|
-4%
|
|
|
6
|
Cedar Hill Associates
Chicago,
Illinois
|
$20M
|
+$1.05M
|
+53,650
|
+6%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$17.7M
|
-$1.18M
|
-60,403
|
-7%
|
|
|
8
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$17.6M
|
-$371K
|
-18,969
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$159K
|
+8,132
|
+1%
|
|
|
10
|
Appaloosa LP
Short Hills,
New Jersey
|
$16.1M
|
–
|
–
|
–
|
|
|
11
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$13.4M
|
+$320K
|
+16,359
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$355K
|
+18,179
|
+3%
|
|
|
13
|
Signature Financial Management
Norfolk,
Virginia
|
$10M
|
+$25.2K
|
+1,292
|
+0.3%
|
|
|
14
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$9.59M
|
+$1.83M
|
+93,462
|
+25%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$8.49M
|
+$386K
|
+19,762
|
+5%
|
|
|
16
|
SFE Investment Counsel
Los Angeles,
California
|
$8.19M
|
–
|
–
|
–
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$7.44M
|
-$1.53M
|
-78,169
|
-18%
|
|
|
18
|
TCTC Holdings
Dallas,
Texas
|
$6.76M
|
+$614K
|
+31,450
|
+11%
|
|
|
19
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$6.2M
|
+$406K
|
+20,790
|
+7%
|
|
|
20
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$5.9M
|
–
|
–
|
–
|
|
|
21
|
|
$5.87M
|
-$600K
|
-30,729
|
-10%
|
|
|
22
|
|
$5.85M
|
+$566K
|
+28,982
|
+11%
|
|
|
23
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$5.83M
|
-$246K
|
-12,573
|
-4%
|
|
|
24
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.75M
|
–
|
–
|
–
|
|
|
25
|
Kingfisher Capital
Charlotte,
North Carolina
|
$5.03M
|
-$211K
|
-10,781
|
-4%
|
|
