|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$12.7M
|
-$1.85M
|
-132,956
|
-13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
+$301K
|
+21,681
|
+3%
|
|
|
3
|
|
$5.87M
|
+$283K
|
+20,379
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.87M
|
-$383K
|
-27,584
|
-7%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$4.8M
|
+$320K
|
+23,044
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.79M
|
+$229K
|
+16,520
|
+5%
|
|
|
7
|
Mariner Investment Group
Harrison,
New York
|
$4.63M
|
+$1.3M
|
+93,498
|
+40%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.39M
|
-$434K
|
-31,231
|
-9%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$3.38M
|
-$837K
|
-60,300
|
-20%
|
|
|
10
|
Richard C. Young & Co
Newport,
Rhode Island
|
$2.94M
|
+$13.9K
|
+1,001
|
+0.5%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$2.54M
|
-$1.01M
|
-73,004
|
-29%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.48M
|
-$15.2K
|
-1,095
|
-0.6%
|
|
|
13
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$2.27M
|
+$2.23M
|
+160,830
|
New
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.01M
|
-$107K
|
-7,733
|
-5%
|
|
|
15
|
VanEck Associates
New York
|
$1.91M
|
+$127K
|
+9,110
|
+7%
|
|
|
16
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.91M
|
+$114K
|
+8,190
|
+6%
|
|
|
17
|
Pinnacle Associates
New York
|
$1.85M
|
+$21.8K
|
+1,568
|
+1%
|
|
|
18
|
Advisors Asset Management
Monument,
Colorado
|
$1.73M
|
-$1.83M
|
-131,937
|
-52%
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$1.57M
|
-$90.3K
|
-6,500
|
-6%
|
|
|
20
|
|
$1.45M
|
–
|
–
|
–
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.4M
|
+$112K
|
+8,062
|
+9%
|
|
|
22
|
Relative Value Partners Group
|
$1.15M
|
–
|
–
|
–
|
|
|
23
|
Liberty Street Advisors
New York
|
$1.12M
|
+$143K
|
+10,308
|
+15%
|
|
|
24
|
Karpus Investment Management
Pittsford,
New York
|
$991K
|
–
|
–
|
–
|
|
|
25
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$919K
|
+$31.5K
|
+2,265
|
+4%
|
|
