|
1
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
-$3.15M
|
-175,062
|
-3%
|
|
|
2
|
|
$60.2M
|
+$12.8M
|
+715,140
|
+28%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$28.2M
|
+$6.45M
|
+359,261
|
+30%
|
|
|
4
|
Welch & Forbes
Boston,
Massachusetts
|
$21.8M
|
+$139K
|
+7,754
|
+0.7%
|
|
|
5
|
Citizens Business Bank
Ontario,
California
|
$17.6M
|
-$967K
|
-53,836
|
-5%
|
|
|
6
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$17.3M
|
+$1M
|
+55,867
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
-$125K
|
-6,935
|
-0.8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
-$450K
|
-25,030
|
-3%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$13.6M
|
-$736K
|
-40,960
|
-5%
|
|
|
10
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$13.4M
|
+$1.01M
|
+56,055
|
+8%
|
|
|
11
|
Cedar Hill Associates
Chicago,
Illinois
|
$13.2M
|
+$123K
|
+6,871
|
+1%
|
|
|
12
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$13M
|
-$166K
|
-9,256
|
-1%
|
|
|
13
|
Advisors Asset Management
Monument,
Colorado
|
$7.86M
|
+$980K
|
+54,541
|
+14%
|
|
|
14
|
SFE Investment Counsel
Los Angeles,
California
|
$6.74M
|
-$279K
|
-15,545
|
-4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.43M
|
+$3.19M
|
+177,687
|
+101%
|
|
|
16
|
|
$5.7M
|
+$547K
|
+30,442
|
+11%
|
|
|
17
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$5.2M
|
–
|
–
|
–
|
|
|
18
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.05M
|
–
|
–
|
–
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$4.81M
|
+$229K
|
+12,766
|
+5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.69M
|
+$16.8K
|
+933
|
+0.4%
|
|
|
21
|
SNS Financial Group
Minneapolis,
Minnesota
|
$4.4M
|
+$213K
|
+11,835
|
+5%
|
|
|
22
|
Parkside Investments
Deerfield,
Illinois
|
$4.21M
|
+$318K
|
+17,695
|
+8%
|
|
|
23
|
Prudential plc
London, England,
United Kingdom
|
$3.76M
|
–
|
–
|
–
|
|
|
24
|
Whitnell & Co
Oak Brook,
Illinois
|
$3.39M
|
-$375K
|
-20,873
|
-10%
|
|
|
25
|
Garner Asset Management Corp
Plano,
Texas
|
$3.16M
|
+$18K
|
+1,000
|
+0.6%
|
|
