|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$52.8M
|
+$12M
|
+622,217
|
+29%
|
|
|
2
|
Aviance Capital Partners
Naples,
Florida
|
$7.58M
|
-$383K
|
-19,846
|
-5%
|
|
|
3
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$5.49M
|
-$105K
|
-5,444
|
-2%
|
|
|
4
|
Family Management
New York
|
$4.26M
|
+$277K
|
+14,325
|
+7%
|
|
|
5
|
|
$3.68M
|
-$309K
|
-16,012
|
-8%
|
|
|
6
|
|
$3.6M
|
+$181K
|
+9,353
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$3.33M
|
+$1.7M
|
+88,232
|
+103%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$3.23M
|
-$26.3K
|
-1,363
|
-0.8%
|
|
|
9
|
Horizon Kinetics Asset Management
New York
|
$3.12M
|
-$1.92M
|
-99,371
|
-38%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.05M
|
-$167K
|
-8,672
|
-5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.02M
|
-$352K
|
-18,245
|
-10%
|
|
|
12
|
Intellectus Partners
San Francisco,
California
|
$2.8M
|
-$165K
|
-8,534
|
-6%
|
|
|
13
|
ArchPoint Investors
Coral Gables,
Florida
|
$2.24M
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.21M
|
-$12K
|
-622
|
-0.5%
|
|
|
15
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.73M
|
-$245K
|
-12,690
|
-12%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$1.5M
|
-$42.1K
|
-2,180
|
-3%
|
|
|
17
|
Kercheville Advisors
San Antonio,
Texas
|
$1.26M
|
-$81K
|
-4,194
|
-6%
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$1.26M
|
-$465K
|
-24,099
|
-27%
|
|
|
19
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.21M
|
+$1.2M
|
+62,309
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
+$163K
|
+8,438
|
+16%
|
|
|
21
|
Park Avenue Securities
New York
|
$1.06M
|
+$143K
|
+7,389
|
+15%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$933K
|
-$18K
|
-930
|
-2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$893K
|
-$152K
|
-7,892
|
-14%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$878K
|
-$13.3K
|
-690
|
-1%
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
$854K
|
+$211K
|
+10,926
|
+33%
|
|
