|
1
|
|
$85.5M
|
+$5.19M
|
+324,065
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$59.6M
|
+$6.69M
|
+418,014
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
+$414K
|
+25,860
|
+2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
+$3.42M
|
+213,373
|
+19%
|
|
|
5
|
American Financial Group
Cincinnati,
Ohio
|
$13.5M
|
+$801K
|
+50,000
|
+5%
|
|
|
6
|
Welch & Forbes
Boston,
Massachusetts
|
$13.5M
|
-$1.87M
|
-116,819
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$20.4K
|
-1,272
|
-0.1%
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$12.7M
|
-$1.08M
|
-67,224
|
-7%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$11.4M
|
+$6.19M
|
+386,575
|
+88%
|
|
|
10
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$10.1M
|
-$2.36M
|
-147,560
|
-17%
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$8.71M
|
+$788K
|
+49,226
|
+8%
|
|
|
12
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$6.88M
|
+$5.37M
|
+335,600
|
+204%
|
|
|
13
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.45M
|
-$862K
|
-53,809
|
-10%
|
|
|
14
|
|
$6.29M
|
–
|
–
|
–
|
|
|
15
|
HL Financial Services
Louisville,
Kentucky
|
$5.34M
|
+$3.12M
|
+194,904
|
+101%
|
|
|
16
|
TCTC Holdings
Dallas,
Texas
|
$5.06M
|
-$383K
|
-23,895
|
-6%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$5.01M
|
+$74.1K
|
+4,629
|
+1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.94M
|
-$199K
|
-12,429
|
-3%
|
|
|
19
|
Jackson Financial Management
Costa Mesa,
California
|
$4.86M
|
-$380K
|
-23,712
|
-6%
|
|
|
20
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.68M
|
-$9.11M
|
-568,967
|
-63%
|
|
|
21
|
SFE Investment Counsel
Los Angeles,
California
|
$4.42M
|
+$136K
|
+8,502
|
+3%
|
|
|
22
|
|
$4.37M
|
+$342K
|
+21,351
|
+7%
|
|
|
23
|
Horizon Kinetics
New York
|
$4.36M
|
-$462K
|
-28,855
|
-8%
|
|
|
24
|
Parkside Investments
Deerfield,
Illinois
|
$4.29M
|
-$3.25M
|
-202,980
|
-39%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.28M
|
+$187K
|
+11,703
|
+4%
|
|
