|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$49.5M
|
+$3.57M
|
+227,699
|
+8%
|
|
|
2
|
LeConte Wealth Management
Maryville,
Tennessee
|
$14.7M
|
+$14.7M
|
+938,344
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.98M
|
-$31.4K
|
-2,004
|
-0.3%
|
|
|
4
|
|
$8.97M
|
+$470K
|
+29,985
|
+6%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.23M
|
+$226K
|
+14,407
|
+3%
|
|
|
6
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$5.83M
|
-$84.9K
|
-5,423
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$5.19M
|
+$1.54M
|
+98,594
|
+42%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.12M
|
+$1.07M
|
+68,379
|
+35%
|
|
|
9
|
Intellectus Partners
San Francisco,
California
|
$4.02M
|
+$82.6K
|
+5,276
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.6M
|
+$137K
|
+8,747
|
+4%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$3.56M
|
+$1.04M
|
+66,652
|
+41%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.49M
|
+$634K
|
+40,495
|
+22%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.39M
|
+$635K
|
+40,524
|
+23%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.33M
|
+$1.1M
|
+70,435
|
+49%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$2.74M
|
+$416K
|
+26,589
|
+18%
|
|
|
16
|
Journey Advisory Group
Covington,
Kentucky
|
$2.64M
|
+$2.65M
|
+169,160
|
New
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$2.63M
|
+$489K
|
+31,247
|
+23%
|
|
|
18
|
|
$2.37M
|
+$79.5K
|
+5,075
|
+3%
|
|
|
19
|
Independent Financial Group
San Diego,
California
|
$2.22M
|
+$196K
|
+12,525
|
+10%
|
|
|
20
|
International Assets Investment Management
Orlando,
Florida
|
$2.17M
|
-$121K
|
-7,722
|
-5%
|
|
|
21
|
ArchPoint Investors
Coral Gables,
Florida
|
$1.6M
|
–
|
–
|
–
|
|
|
22
|
Aviance Capital Partners
Naples,
Florida
|
$1.41M
|
+$113K
|
+7,226
|
+9%
|
|
|
23
|
Ignite Planners
San Clemente,
California
|
$1.3M
|
+$14.7K
|
+939
|
+1%
|
|
|
24
|
Shaker Financial Services
Arlington,
Virginia
|
$1.22M
|
-$510K
|
-32,576
|
-29%
|
|
|
25
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.07M
|
-$38.5K
|
-2,461
|
-3%
|
|
