|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.2M
|
+$3M
|
+141,125
|
+19%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$16.9M
|
+$1.11M
|
+52,504
|
+7%
|
|
|
3
|
|
$10.2M
|
-$1.57M
|
-73,814
|
-13%
|
|
|
4
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$7.66M
|
+$29K
|
+1,364
|
+0.4%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$7.59M
|
+$746K
|
+35,164
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.47M
|
-$1.15M
|
-54,404
|
-13%
|
|
|
7
|
|
$6.64M
|
+$451K
|
+21,263
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.84M
|
-$1.33M
|
-62,533
|
-19%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$4.17M
|
+$2.46M
|
+115,831
|
+144%
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.55M
|
+$597K
|
+28,126
|
+20%
|
|
|
11
|
Oak Hill Advisors
New York
|
$3.27M
|
–
|
–
|
–
|
|
|
12
|
Oxbow Advisors
Austin,
Texas
|
$2.55M
|
-$34.5K
|
-1,625
|
-1%
|
|
|
13
|
National Planning Corporation
El Segundo,
California
|
$2.52M
|
+$278K
|
+13,076
|
+12%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.98M
|
+$14.9K
|
+703
|
+0.8%
|
|
|
15
|
|
$1.97M
|
+$25.9K
|
+1,218
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.96M
|
-$59.4K
|
-2,797
|
-3%
|
|
|
17
|
|
$1.87M
|
+$168K
|
+7,930
|
+10%
|
|
|
18
|
1607 Capital Partners
Richmond,
Virginia
|
$1.49M
|
+$713K
|
+33,605
|
+92%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$1.18M
|
+$189K
|
+8,916
|
+19%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$900K
|
+$41.1K
|
+1,937
|
+5%
|
|
|
21
|
Baird
Milwaukee,
Wisconsin
|
$812K
|
+$32.9K
|
+1,550
|
+4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$768K
|
+$9.32K
|
+439
|
+1%
|
|
|
23
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$761K
|
–
|
–
|
–
|
|
|
24
|
Cabot Wealth Management
Salem,
Massachusetts
|
$407K
|
-$2.55K
|
-120
|
-0.6%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$404K
|
–
|
–
|
–
|
|
