|
1
|
|
$97.6M
|
+$344K
|
+22,057
|
+0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$40.2M
|
-$4.38M
|
-281,330
|
-10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$28M
|
-$3.06M
|
-196,621
|
-10%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18M
|
+$2.16M
|
+138,670
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$17.2M
|
+$1.28M
|
+82,363
|
+8%
|
|
|
6
|
American Financial Group
Cincinnati,
Ohio
|
$15.1M
|
–
|
–
|
–
|
|
|
7
|
Welch & Forbes
Boston,
Massachusetts
|
$14.1M
|
-$936K
|
-60,063
|
-6%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$12.4M
|
-$101K
|
-6,508
|
-0.8%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$12.3M
|
+$949K
|
+60,875
|
+8%
|
|
|
10
|
|
$11.1M
|
+$4.45M
|
+285,779
|
+65%
|
|
|
11
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$10.6M
|
–
|
–
|
–
|
|
|
12
|
Jackson Financial Management
Costa Mesa,
California
|
$10.5M
|
+$306K
|
+19,650
|
+3%
|
|
|
13
|
Parkside Investments
Deerfield,
Illinois
|
$9.66M
|
+$329K
|
+21,105
|
+3%
|
|
|
14
|
Advisors Asset Management
Monument,
Colorado
|
$9.33M
|
-$87.5K
|
-5,615
|
-0.9%
|
|
|
15
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$9.21M
|
-$98.8K
|
-6,342
|
-1%
|
|
|
16
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$9.08M
|
+$1.13M
|
+72,572
|
+14%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.74M
|
+$1.55M
|
+99,209
|
+24%
|
|
|
18
|
Allen Investment Management
New York
|
$7.04M
|
+$217K
|
+13,894
|
+3%
|
|
|
19
|
Envoi LLC
Chanhassen,
Minnesota
|
$6.34M
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.18M
|
+$2.31M
|
+148,040
|
+58%
|
|
|
21
|
Guggenheim Capital
Chicago,
Illinois
|
$5.86M
|
+$147K
|
+9,415
|
+3%
|
|
|
22
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.68M
|
-$1.65M
|
-105,617
|
-22%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.65M
|
+$74.3K
|
+4,767
|
+1%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.53M
|
+$4.99M
|
+319,899
|
+780%
|
|
|
25
|
TCTC Holdings
Dallas,
Texas
|
$5.36M
|
+$252K
|
+16,190
|
+5%
|
|
