|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$11.1M
|
+$1.69M
|
+187,205
|
+18%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$7.01M
|
-$75K
|
-8,300
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.17M
|
-$64.7K
|
-7,164
|
-2%
|
|
|
4
|
WhitTier Trust Company
Reno,
Nevada
|
$2.7M
|
-$151K
|
-16,717
|
-5%
|
|
|
5
|
Whittier Trust
South Pasadena,
California
|
$2.3M
|
+$7.51K
|
+832
|
+0.3%
|
|
|
6
|
|
$2.03M
|
-$657K
|
-72,725
|
-25%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.97M
|
-$21.3K
|
-2,355
|
-1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.97M
|
-$648K
|
-71,717
|
-25%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.4M
|
-$145K
|
-16,107
|
-10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07M
|
+$18.4K
|
+2,041
|
+2%
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$995K
|
-$75K
|
-8,301
|
-7%
|
|
|
12
|
Ackerman Capital Advisors
Dallas,
Texas
|
$903K
|
-$28.6K
|
-3,167
|
-3%
|
|
|
13
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$899K
|
-$244
|
-27
|
-0%
|
|
|
14
|
Allegiant Private Advisors
Sarasota,
Florida
|
$829K
|
+$814K
|
+90,118
|
New
|
|
|
15
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$765K
|
+$33.3K
|
+3,683
|
+5%
|
|
|
16
|
Park Avenue Securities
New York
|
$754K
|
+$46.6K
|
+5,164
|
+7%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$660K
|
-$191K
|
-21,140
|
-23%
|
|
|
18
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$657K
|
-$4.52K
|
-500
|
-0.7%
|
|
|
19
|
First Trust Advisors
Wheaton,
Illinois
|
$561K
|
+$35.5K
|
+3,936
|
+7%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$505K
|
+$497K
|
+55,006
|
New
|
|
|
21
|
Kempner Capital Management
Galveston,
Texas
|
$440K
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$415K
|
-$32.8K
|
-3,636
|
-7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$413K
|
+$99.1K
|
+10,975
|
+32%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$409K
|
+$41.2K
|
+4,560
|
+11%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$405K
|
-$50.8K
|
-5,621
|
-11%
|
|
