|
1
|
|
$102M
|
+$2.11M
|
+134,461
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.6M
|
-$22.4M
|
-1,424,475
|
-33%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$32.4M
|
+$8.27M
|
+527,058
|
+35%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
+$1.14M
|
+72,560
|
+7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
-$4.82M
|
-307,192
|
-23%
|
|
|
6
|
American Financial Group
Cincinnati,
Ohio
|
$15.8M
|
–
|
–
|
–
|
|
|
7
|
Welch & Forbes
Boston,
Massachusetts
|
$15.8M
|
+$55.9K
|
+3,562
|
+0.4%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$13.1M
|
-$141K
|
-8,959
|
-1%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$11.9M
|
+$7.75M
|
+494,155
|
+201%
|
|
|
10
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$11.1M
|
+$3.05M
|
+194,286
|
+39%
|
|
|
11
|
Jackson Financial Management
Costa Mesa,
California
|
$10.7M
|
+$4.89M
|
+311,874
|
+88%
|
|
|
12
|
Advisors Asset Management
Monument,
Colorado
|
$9.85M
|
-$293K
|
-18,646
|
-3%
|
|
|
13
|
Parkside Investments
Deerfield,
Illinois
|
$9.77M
|
+$4.68M
|
+297,992
|
+96%
|
|
|
14
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$9.74M
|
-$1.95M
|
-124,214
|
-17%
|
|
|
15
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$8.35M
|
-$6.83M
|
-435,042
|
-46%
|
|
|
16
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.64M
|
+$121K
|
+7,701
|
+2%
|
|
|
17
|
Allen Investment Management
New York
|
$7.15M
|
+$5.42M
|
+345,655
|
+345%
|
|
|
18
|
|
$7.04M
|
-$282K
|
-17,953
|
-4%
|
|
|
19
|
Envoi LLC
Chanhassen,
Minnesota
|
$6.64M
|
+$6.5M
|
+413,956
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.52M
|
+$1.5M
|
+95,703
|
+31%
|
|
|
21
|
Guggenheim Capital
Chicago,
Illinois
|
$5.98M
|
+$148K
|
+9,432
|
+3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.84M
|
+$89K
|
+5,670
|
+2%
|
|
|
23
|
HL Financial Services
Louisville,
Kentucky
|
$5.76M
|
-$453K
|
-28,884
|
-7%
|
|
|
24
|
TCTC Holdings
Dallas,
Texas
|
$5.35M
|
-$535K
|
-34,075
|
-9%
|
|
|
25
|
|
$5.25M
|
+$148K
|
+9,450
|
+3%
|
|
