|
1
|
|
$94.5M
|
+$2.44M
|
+164,436
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$33.6M
|
-$4.49M
|
-302,829
|
-12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$25.1M
|
-$1.38M
|
-92,882
|
-5%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.5M
|
+$528K
|
+35,568
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$298K
|
+20,067
|
+2%
|
|
|
6
|
American Financial Group
Cincinnati,
Ohio
|
$14.2M
|
–
|
–
|
–
|
|
|
7
|
|
$14M
|
+$3.59M
|
+241,663
|
+33%
|
|
|
8
|
First Foundation Advisors
Irvine,
California
|
$13.8M
|
+$2.29M
|
+154,170
|
+19%
|
|
|
9
|
Welch & Forbes
Boston,
Massachusetts
|
$12M
|
-$1.39M
|
-94,016
|
-10%
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$11M
|
-$709K
|
-47,815
|
-6%
|
|
|
11
|
Jackson Financial Management
Costa Mesa,
California
|
$10.7M
|
+$844K
|
+56,910
|
+8%
|
|
|
12
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$10.6M
|
+$596K
|
+40,196
|
+6%
|
|
|
13
|
Parkside Investments
Deerfield,
Illinois
|
$10.4M
|
+$1.33M
|
+89,789
|
+14%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.63M
|
+$2.38M
|
+160,406
|
+32%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$9.29M
|
+$494K
|
+33,304
|
+5%
|
|
|
16
|
Allen Investment Management
New York
|
$6.83M
|
+$180K
|
+12,153
|
+3%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.34M
|
+$521K
|
+35,115
|
+9%
|
|
|
18
|
Envoi LLC
Chanhassen,
Minnesota
|
$5.99M
|
–
|
–
|
–
|
|
|
19
|
SFE Investment Counsel
Los Angeles,
California
|
$5.64M
|
+$640K
|
+43,132
|
+12%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$5.45M
|
-$82.7K
|
-5,576
|
-1%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.04M
|
-$308K
|
-20,734
|
-6%
|
|
|
22
|
TCTC Holdings
Dallas,
Texas
|
$4.61M
|
-$461K
|
-31,074
|
-9%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.47M
|
+$282K
|
+19,034
|
+7%
|
|
|
24
|
HBK Investments
Dallas,
Texas
|
$4.16M
|
+$902K
|
+60,795
|
+27%
|
|
|
25
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$4.13M
|
-$15.3K
|
-1,030
|
-0.4%
|
|
