|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$36.5M
|
+$1.36M
|
+85,127
|
+4%
|
|
|
2
|
|
$7.37M
|
+$2.3M
|
+143,731
|
+44%
|
|
|
3
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$4.19M
|
-$284K
|
-17,703
|
-6%
|
|
|
4
|
Aviance Capital Partners
Naples,
Florida
|
$3.9M
|
-$119K
|
-7,413
|
-3%
|
|
|
5
|
Family Management
New York
|
$3.71M
|
+$113K
|
+7,055
|
+3%
|
|
|
6
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.49M
|
+$495K
|
+30,900
|
+24%
|
|
|
7
|
|
$2.48M
|
-$165K
|
-10,263
|
-6%
|
|
|
8
|
Horizon Kinetics Asset Management
New York
|
$2.21M
|
-$260K
|
-16,189
|
-10%
|
|
|
9
|
Intellectus Partners
San Francisco,
California
|
$2.18M
|
-$151K
|
-9,408
|
-6%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.11M
|
+$103K
|
+6,436
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.05M
|
-$277K
|
-17,253
|
-12%
|
|
|
12
|
ArchPoint Investors
Coral Gables,
Florida
|
$1.82M
|
–
|
–
|
–
|
|
|
13
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.61M
|
+$436K
|
+27,177
|
+36%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.52M
|
-$10.9K
|
-683
|
-0.7%
|
|
|
15
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.18M
|
+$34.7K
|
+2,165
|
+3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.18M
|
+$39.4K
|
+2,456
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
+$49.3K
|
+3,073
|
+5%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$990K
|
-$130K
|
-8,103
|
-11%
|
|
|
19
|
Park Avenue Securities
New York
|
$984K
|
+$29K
|
+1,807
|
+3%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$891K
|
-$1.59M
|
-99,479
|
-64%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$828K
|
+$53.8K
|
+3,353
|
+7%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$816K
|
-$37.5K
|
-2,338
|
-4%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$713K
|
-$6.03K
|
-376
|
-0.8%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$609K
|
+$30.5K
|
+1,900
|
+5%
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
$531K
|
-$24K
|
-1,500
|
-4%
|
|
