|
1
|
|
$22M
|
-$1.79M
|
-171,512
|
-7%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$13.7M
|
-$2.46M
|
-236,371
|
-15%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.9M
|
+$844K
|
+80,981
|
+9%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.37M
|
+$1.1M
|
+105,297
|
+13%
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$8.99M
|
-$1.28M
|
-122,991
|
-12%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.69M
|
+$504K
|
+48,322
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.52M
|
+$126K
|
+12,106
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.38M
|
+$1.25M
|
+119,696
|
+28%
|
|
|
9
|
|
$4.78M
|
+$738K
|
+70,793
|
+17%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$3.67M
|
+$154K
|
+14,750
|
+4%
|
|
|
11
|
SYM Financial Corp
Winona Lake,
Indiana
|
$3.36M
|
–
|
–
|
–
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$3.06M
|
+$337K
|
+32,344
|
+12%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$2.88M
|
-$1.42M
|
-136,141
|
-32%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.44M
|
-$70K
|
-6,712
|
-3%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$2.31M
|
+$43.3K
|
+4,153
|
+2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.29M
|
+$52.6K
|
+5,041
|
+2%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.2M
|
+$823K
|
+78,964
|
+55%
|
|
|
18
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.08M
|
-$2.03K
|
-195
|
-0.1%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2.03M
|
+$291K
|
+27,923
|
+16%
|
|
|
20
|
Evoke Wealth
Los Angeles,
California
|
$1.81M
|
+$1.89M
|
+181,700
|
New
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$1.66M
|
+$27.3K
|
+2,619
|
+2%
|
|
|
22
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.51M
|
+$558K
|
+53,475
|
+54%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.36M
|
-$49.2K
|
-4,715
|
-3%
|
|
|
24
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.34M
|
-$88.6K
|
-8,500
|
-6%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$1.29M
|
-$14.9K
|
-1,425
|
-1%
|
|
