|
1
|
|
$27.1M
|
-$309K
|
-29,481
|
-1%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$13M
|
+$3.29M
|
+314,363
|
+33%
|
|
|
3
|
Allspring Global Investments
Charlotte,
North Carolina
|
$11.6M
|
+$907K
|
+86,665
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
-$66.8K
|
-6,381
|
-0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.73M
|
+$97.6K
|
+9,325
|
+1%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.28M
|
+$821K
|
+78,437
|
+15%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.01M
|
+$1.9M
|
+181,396
|
+46%
|
|
|
8
|
|
$5.32M
|
-$135K
|
-12,894
|
-2%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$5.12M
|
-$210K
|
-20,103
|
-4%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$4.82M
|
-$334K
|
-31,917
|
-6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3.88M
|
-$1.03M
|
-98,211
|
-21%
|
|
|
12
|
Penserra Capital Management
Orinda,
California
|
$3.71M
|
+$336K
|
+32,092
|
+10%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.82M
|
-$362K
|
-34,545
|
-11%
|
|
|
14
|
RHS Financial
San Francisco,
California
|
$2.75M
|
-$863K
|
-82,501
|
-24%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$2.56M
|
+$419K
|
+40,023
|
+19%
|
|
|
16
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.22M
|
+$120K
|
+11,426
|
+6%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.12M
|
–
|
–
|
–
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$2.06M
|
+$298K
|
+28,521
|
+17%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.02M
|
+$367K
|
+35,049
|
+22%
|
|
|
20
|
Evoke Wealth
Los Angeles,
California
|
$1.86M
|
–
|
–
|
–
|
|
|
21
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.82M
|
–
|
–
|
–
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.62M
|
-$702K
|
-67,045
|
-30%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$1.53M
|
-$1.7M
|
-162,206
|
-52%
|
|
|
24
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.5M
|
-$54K
|
-5,163
|
-3%
|
|
|
25
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.48M
|
–
|
–
|
–
|
|
