|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$112M
|
+$7.61M
|
+496,222
|
+7%
|
|
|
2
|
|
$58.7M
|
-$973K
|
-63,461
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$47M
|
-$208K
|
-13,579
|
-0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$41.8M
|
+$1.28M
|
+83,825
|
+3%
|
|
|
5
|
Relative Value Partners Group
|
$34.1M
|
-$60.3K
|
-3,934
|
-0.2%
|
|
|
6
|
|
$24M
|
+$65.8K
|
+4,296
|
+0.3%
|
|
|
7
|
Advisors Asset Management
Monument,
Colorado
|
$23.9M
|
+$1.62M
|
+105,659
|
+7%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$16M
|
-$203K
|
-13,254
|
-1%
|
|
|
9
|
1607 Capital Partners
Richmond,
Virginia
|
$15.6M
|
-$291K
|
-19,000
|
-2%
|
|
|
10
|
Saba Capital Management
New York
|
$15.3M
|
–
|
–
|
–
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$13.4M
|
-$1.49M
|
-97,333
|
-10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$588K
|
+38,372
|
+6%
|
|
|
13
|
Arete Wealth Advisors
Chicago,
Illinois
|
$8.73M
|
+$260K
|
+16,994
|
+3%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$7.05M
|
+$3.38M
|
+220,768
|
+87%
|
|
|
15
|
Cornerstone Advisors
Asheville,
North Carolina
|
$6.47M
|
+$343K
|
+22,397
|
+5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.37M
|
-$138K
|
-9,029
|
-3%
|
|
|
17
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$3.73M
|
-$161K
|
-10,535
|
-4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.57M
|
-$616K
|
-40,217
|
-14%
|
|
|
19
|
MJP Associates
Farmington,
Connecticut
|
$3.09M
|
+$107K
|
+6,953
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.72M
|
-$2.07M
|
-135,224
|
-42%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.49M
|
-$69.3K
|
-4,522
|
-3%
|
|
|
22
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.23M
|
+$33.2K
|
+2,163
|
+1%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.02M
|
+$208K
|
+13,591
|
+11%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.89M
|
+$99.4K
|
+6,488
|
+5%
|
|
|
25
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.79M
|
–
|
–
|
–
|
|
