|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14.1M
|
+$186K
|
+13,163
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.64M
|
-$151K
|
-10,657
|
-1%
|
|
|
3
|
|
$5.39M
|
-$81.5K
|
-5,759
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.08M
|
+$1.81M
|
+127,952
|
+52%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.67M
|
-$274K
|
-19,375
|
-5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.43M
|
-$360K
|
-25,422
|
-7%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$4.32M
|
+$916K
|
+64,723
|
+26%
|
|
|
8
|
Oxbow Advisors
Austin,
Texas
|
$4.31M
|
-$2.3M
|
-162,346
|
-34%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$4.08M
|
+$708K
|
+50,000
|
+20%
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$3.46M
|
-$231K
|
-16,287
|
-6%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$3.45M
|
+$198K
|
+13,976
|
+6%
|
|
|
12
|
Mariner Investment Group
Harrison,
New York
|
$3.2M
|
–
|
–
|
–
|
|
|
13
|
Richard C. Young & Co
Newport,
Rhode Island
|
$2.82M
|
-$45.6K
|
-3,223
|
-2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.41M
|
+$70.6K
|
+4,984
|
+3%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.04M
|
-$36.3K
|
-2,561
|
-2%
|
|
|
16
|
Pinnacle Associates
New York
|
$1.77M
|
+$18.1K
|
+1,279
|
+1%
|
|
|
17
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.73M
|
+$225K
|
+15,915
|
+14%
|
|
|
18
|
VanEck Associates
New York
|
$1.73M
|
+$189K
|
+13,367
|
+12%
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$1.6M
|
+$1.67M
|
+117,820
|
New
|
|
|
20
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.41M
|
-$2.35M
|
-166,267
|
-62%
|
|
|
21
|
|
$1.4M
|
–
|
–
|
–
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.24M
|
+$76.4K
|
+5,395
|
+6%
|
|
|
23
|
Relative Value Partners Group
|
$1.11M
|
+$1.16M
|
+81,738
|
New
|
|
|
24
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.11M
|
–
|
–
|
–
|
|
|
25
|
Karpus Investment Management
Pittsford,
New York
|
$957K
|
+$995K
|
+70,299
|
New
|
|
