|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$99.5M
|
+$2.1M
|
+221,633
|
+2%
|
|
|
2
|
|
$25.1M
|
+$1.77M
|
+186,688
|
+7%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$17.2M
|
-$35.8K
|
-3,787
|
-0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
+$1.15M
|
+121,737
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$1.4M
|
+147,702
|
+14%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$10.3M
|
-$395K
|
-41,730
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.59M
|
+$910K
|
+96,119
|
+15%
|
|
|
8
|
|
$6.22M
|
-$60.6K
|
-6,404
|
-0.9%
|
|
|
9
|
1607 Capital Partners
Richmond,
Virginia
|
$4.95M
|
+$819K
|
+86,573
|
+19%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$4.02M
|
+$325K
|
+34,375
|
+8%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.97M
|
+$485K
|
+51,262
|
+13%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.2M
|
-$647K
|
-68,376
|
-16%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.2M
|
+$1.95M
|
+206,557
|
+145%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$3.11M
|
+$38.9K
|
+4,107
|
+1%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$2.97M
|
+$986K
|
+104,199
|
+47%
|
|
|
16
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
$2.9M
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.8M
|
+$1M
|
+105,764
|
+53%
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$2.15M
|
+$1.25M
|
+132,527
|
+130%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
+$125K
|
+13,155
|
+8%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$1.46M
|
-$8.43K
|
-891
|
-0.6%
|
|
|
21
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$1.06M
|
-$17K
|
-1,800
|
-2%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$1.05M
|
-$142K
|
-15,000
|
-12%
|
|
|
24
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$975K
|
-$394K
|
-41,658
|
-28%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$921K
|
+$22.8K
|
+2,410
|
+2%
|
|
