|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$10.4M
|
+$199K
|
+15,023
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.92M
|
-$624K
|
-47,169
|
-12%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$3.81M
|
+$692K
|
+52,306
|
+23%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.28M
|
-$2.31M
|
-174,580
|
-42%
|
|
|
5
|
|
$3.11M
|
-$366K
|
-27,641
|
-11%
|
|
|
6
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2M
|
+$1.43M
|
+108,243
|
+291%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$1.97M
|
+$65.4K
|
+4,940
|
+4%
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.92M
|
+$340K
|
+25,675
|
+23%
|
|
|
9
|
|
$1.84M
|
-$253K
|
-19,151
|
-13%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.82M
|
-$309K
|
-23,343
|
-15%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
-$200K
|
-15,119
|
-12%
|
|
|
12
|
Family Management
New York
|
$1.35M
|
+$880K
|
+66,526
|
+211%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
-$154K
|
-11,644
|
-11%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.12M
|
+$74.3K
|
+5,616
|
+7%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$950K
|
-$324K
|
-24,466
|
-26%
|
|
|
16
|
Ionic Capital Management
New York
|
$933K
|
-$629K
|
-47,546
|
-41%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$914K
|
-$57.1K
|
-4,315
|
-6%
|
|
|
18
|
Manchester Financial
Westlake Village,
California
|
$837K
|
-$398K
|
-30,062
|
-33%
|
|
|
19
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$750K
|
+$32.1K
|
+2,429
|
+5%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$729K
|
+$177K
|
+13,358
|
+34%
|
|
|
21
|
Edge Wealth Management
New York
|
$700K
|
-$81.4K
|
-6,151
|
-11%
|
|
|
22
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$684K
|
+$12.8K
|
+966
|
+2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$656K
|
-$27.8K
|
-2,104
|
-4%
|
|
|
24
|
Ford Financial Group
Fresno,
California
|
$488K
|
+$2.29K
|
+173
|
+0.5%
|
|
|
25
|
SeaCrest Wealth Management
Purchase,
New York
|
$410K
|
-$11K
|
-835
|
-3%
|
|
