|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$39.3M
|
+$1.71M
|
+119,586
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$39.1M
|
-$17.6K
|
-1,236
|
-0%
|
|
|
3
|
Mackay Shields LLC
New York
|
$13M
|
+$2.51M
|
+175,848
|
+21%
|
|
|
4
|
|
$12.1M
|
+$2.33M
|
+163,699
|
+21%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$9.48M
|
-$1.27M
|
-89,353
|
-11%
|
|
|
6
|
Vivaldi Capital Management
Chicago,
Illinois
|
$8.44M
|
+$4.82M
|
+338,251
|
+110%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.14M
|
-$95.8K
|
-6,719
|
-1%
|
|
|
8
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$5.51M
|
+$4.28M
|
+300,000
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4M
|
+$569K
|
+39,908
|
+15%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.58M
|
+$162K
|
+11,379
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.53M
|
-$287K
|
-20,144
|
-9%
|
|
|
12
|
Advisors Asset Management
Monument,
Colorado
|
$2.4M
|
+$425K
|
+29,793
|
+19%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.11M
|
-$189K
|
-13,266
|
-8%
|
|
|
14
|
VanEck Associates
New York
|
$2.1M
|
-$852K
|
-59,734
|
-27%
|
|
|
15
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$2.01M
|
–
|
–
|
–
|
|
|
16
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.64M
|
+$136K
|
+9,550
|
+8%
|
|
|
17
|
Welch & Forbes
Boston,
Massachusetts
|
$1.59M
|
–
|
–
|
–
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$1.22M
|
-$352K
|
-24,705
|
-21%
|
|
|
19
|
Horizon Kinetics Asset Management
New York
|
$1.12M
|
-$14.5K
|
-1,019
|
-1%
|
|
|
20
|
Moors & Cabot
Boston,
Massachusetts
|
$1.12M
|
+$1.23M
|
+86,000
|
New
|
|
|
21
|
Rock Point Advisors
Burlington,
Vermont
|
$1.09M
|
+$412K
|
+28,885
|
+53%
|
|
|
22
|
First Trust Advisors
Wheaton,
Illinois
|
$1.07M
|
-$25.4K
|
-1,783
|
-2%
|
|
|
23
|
Intellectus Partners
San Francisco,
California
|
$1.06M
|
-$96.3K
|
-6,756
|
-8%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$1.03M
|
-$172K
|
-12,028
|
-13%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.01M
|
-$57.8K
|
-4,052
|
-5%
|
|