|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$38.2M
|
+$2.76M
|
+139,530
|
+8%
|
|
|
2
|
Aviance Capital Partners
Naples,
Florida
|
$5.92M
|
+$587K
|
+29,716
|
+11%
|
|
|
3
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$5.46M
|
+$614K
|
+31,036
|
+13%
|
|
|
4
|
Horizon Kinetics Asset Management
New York
|
$5.25M
|
+$6.58K
|
+333
|
+0.1%
|
|
|
5
|
|
$4.79M
|
+$147K
|
+7,426
|
+3%
|
|
|
6
|
Family Management
New York
|
$4.13M
|
-$553K
|
-27,993
|
-12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.64M
|
-$1.11M
|
-56,027
|
-23%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.54M
|
+$151K
|
+7,622
|
+4%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$3.49M
|
-$568K
|
-28,707
|
-14%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$3.26M
|
+$3.26M
|
+165,143
|
New
|
|
|
11
|
Intellectus Partners
San Francisco,
California
|
$3.06M
|
-$311K
|
-15,732
|
-9%
|
|
|
12
|
|
$3M
|
-$302K
|
-15,296
|
-9%
|
|
|
13
|
ArchPoint Investors
Coral Gables,
Florida
|
$2.85M
|
-$111K
|
-5,633
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
-$150K
|
-7,609
|
-7%
|
|
|
15
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.84M
|
+$496K
|
+25,100
|
+37%
|
|
|
16
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.46M
|
+$1.46M
|
+73,758
|
New
|
|
|
17
|
Kercheville Advisors
San Antonio,
Texas
|
$1.43M
|
+$11.5K
|
+580
|
+0.8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.41M
|
-$54.6K
|
-2,760
|
-4%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$1.36M
|
+$298K
|
+15,091
|
+28%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.15M
|
-$26.7K
|
-1,351
|
-2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.01M
|
+$1.25K
|
+63
|
+0.1%
|
|
|
22
|
|
$998K
|
–
|
–
|
–
|
|
|
23
|
Shaker Financial Services
Arlington,
Virginia
|
$956K
|
-$1.95M
|
-98,591
|
-67%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$953K
|
-$22.2K
|
-1,122
|
-2%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$946K
|
-$35.6K
|
-1,800
|
-4%
|
|
