|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$38.6M
|
-$245K
|
-12,412
|
-0.6%
|
|
|
2
|
Aviance Capital Partners
Naples,
Florida
|
$6.89M
|
+$864K
|
+43,705
|
+15%
|
|
|
3
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$5.69M
|
+$142K
|
+7,185
|
+3%
|
|
|
4
|
Horizon Kinetics Asset Management
New York
|
$5.29M
|
-$44.4K
|
-2,248
|
-0.8%
|
|
|
5
|
Family Management
New York
|
$4.21M
|
+$13.3K
|
+673
|
+0.3%
|
|
|
6
|
|
$4.01M
|
-$853K
|
-43,156
|
-18%
|
|
|
7
|
|
$3.57M
|
+$516K
|
+26,105
|
+17%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.42M
|
-$178K
|
-9,022
|
-5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.38M
|
-$313K
|
-15,826
|
-9%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$3.28M
|
-$7.87K
|
-398
|
-0.2%
|
|
|
11
|
Intellectus Partners
San Francisco,
California
|
$3.21M
|
+$103K
|
+5,199
|
+3%
|
|
|
12
|
ArchPoint Investors
Coral Gables,
Florida
|
$2.88M
|
-$22.2K
|
-1,121
|
-0.8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.19M
|
+$118K
|
+5,990
|
+6%
|
|
|
14
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.12M
|
-$1.8M
|
-91,179
|
-98%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$1.98M
|
-$1.55M
|
-78,175
|
-44%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$1.63M
|
+$239K
|
+12,084
|
+18%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.51M
|
+$71.5K
|
+3,615
|
+5%
|
|
|
18
|
Kercheville Advisors
San Antonio,
Texas
|
$1.44M
|
-$13.8K
|
-699
|
-1%
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
$1.1M
|
+$126K
|
+6,376
|
+13%
|
|
|
20
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.09M
|
+$167K
|
+8,468
|
+19%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.07M
|
+$50.5K
|
+2,554
|
+5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$55K
|
+2,783
|
+6%
|
|
|
23
|
|
$1.01M
|
–
|
–
|
–
|
|
|
24
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1M
|
-$470K
|
-23,780
|
-32%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$975K
|
+$89.4K
|
+4,524
|
+10%
|
|
