|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$15.8M
|
-$572K
|
-39,582
|
-4%
|
|
|
2
|
Oxbow Advisors
Austin,
Texas
|
$11.4M
|
+$529K
|
+36,605
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$10.5M
|
+728,068
|
New
|
|
|
4
|
|
$6.01M
|
-$498K
|
-34,471
|
-8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.94M
|
+$2.16M
|
+149,435
|
+80%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.64M
|
+$53.9K
|
+3,731
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.48M
|
-$50.8K
|
-3,514
|
-1%
|
|
|
8
|
|
$4.23M
|
+$364K
|
+25,208
|
+10%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$4.18M
|
-$215K
|
-14,893
|
-5%
|
|
|
10
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$4.15M
|
-$3.39M
|
-234,262
|
-45%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$4.03M
|
+$34.6K
|
+2,393
|
+0.9%
|
|
|
12
|
Mariner Investment Group
Harrison,
New York
|
$3.96M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.67M
|
+$15.6K
|
+1,080
|
+0.4%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$3.67M
|
+$723K
|
+50,000
|
+25%
|
|
|
15
|
Mackay Shields LLC
New York
|
$3.44M
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$3.39M
|
+$116K
|
+8,014
|
+4%
|
|
|
17
|
Richard C. Young & Co
Newport,
Rhode Island
|
$3.15M
|
+$29.9K
|
+2,072
|
+1%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.33M
|
+$297K
|
+20,585
|
+15%
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.33M
|
-$20.6K
|
-1,427
|
-0.9%
|
|
|
20
|
James Investment Research
Alpha,
Ohio
|
$2.12M
|
–
|
–
|
–
|
|
|
21
|
Pinnacle Associates
New York
|
$1.84M
|
+$177K
|
+12,270
|
+11%
|
|
|
22
|
|
$1.51M
|
–
|
–
|
–
|
|
|
23
|
VanEck Associates
New York
|
$1.44M
|
+$119K
|
+8,269
|
+9%
|
|
|
24
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.34M
|
-$30.2K
|
-2,093
|
-2%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.11M
|
+$154K
|
+10,662
|
+16%
|
|
