|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$126M
|
+$4.91M
|
+314,701
|
+4%
|
|
|
2
|
|
$64.4M
|
+$835K
|
+53,491
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$46.5M
|
+$1.27M
|
+81,485
|
+3%
|
|
|
4
|
Relative Value Partners Group
|
$36.6M
|
-$858K
|
-54,934
|
-2%
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$36.1M
|
+$35.1M
|
+2,247,498
|
New
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$27.5M
|
+$1.5M
|
+95,869
|
+6%
|
|
|
7
|
|
$27.4M
|
+$1.37M
|
+87,993
|
+5%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$16.9M
|
-$347K
|
-22,203
|
-2%
|
|
|
9
|
1607 Capital Partners
Richmond,
Virginia
|
$16.9M
|
+$25K
|
+1,600
|
+0.2%
|
|
|
10
|
Saba Capital Management
New York
|
$16.4M
|
-$205K
|
-13,116
|
-1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
-$34.6M
|
-2,217,212
|
-70%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$14M
|
-$536K
|
-34,360
|
-4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$12.8K
|
-821
|
-0.1%
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$10.1M
|
+$545K
|
+34,927
|
+6%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$8.7M
|
+$1.03M
|
+65,965
|
+14%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.69M
|
-$44.4K
|
-2,845
|
-1%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.42M
|
+$541K
|
+34,621
|
+14%
|
|
|
18
|
MJP Associates
Farmington,
Connecticut
|
$3.94M
|
+$553K
|
+35,435
|
+17%
|
|
|
19
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$3.89M
|
+$123K
|
+7,895
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.2M
|
+$248K
|
+15,910
|
+9%
|
|
|
21
|
Cornerstone Advisors
Asheville,
North Carolina
|
$3.15M
|
-$3.75M
|
-240,091
|
-55%
|
|
|
22
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$2.22M
|
+$2.15M
|
+137,982
|
New
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.15M
|
-$31.1K
|
-1,995
|
-1%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.04M
|
-$631K
|
-40,435
|
-24%
|
|
|
25
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.97M
|
+$101K
|
+6,457
|
+6%
|
|
