|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$50.3M
|
+$1.58M
|
+102,111
|
+3%
|
|
|
2
|
LeConte Wealth Management
Maryville,
Tennessee
|
$9.8M
|
-$4.67M
|
-301,407
|
-32%
|
|
|
3
|
|
$9.39M
|
+$566K
|
+36,577
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.83M
|
-$5.4K
|
-349
|
-0.1%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.69M
|
+$583K
|
+37,678
|
+8%
|
|
|
6
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$6.13M
|
+$393K
|
+25,356
|
+7%
|
|
|
7
|
Intellectus Partners
San Francisco,
California
|
$4.33M
|
+$376K
|
+24,309
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.25M
|
-$861K
|
-55,624
|
-17%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.2M
|
+$146K
|
+9,412
|
+4%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$4.14M
|
+$1.46M
|
+94,286
|
+54%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.97M
|
+$539K
|
+34,788
|
+16%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.63M
|
+$298K
|
+19,246
|
+9%
|
|
|
13
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$3.59M
|
+$3.61M
|
+233,390
|
New
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$3.33M
|
-$171K
|
-11,046
|
-5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.29M
|
+$18.1K
|
+1,170
|
+0.5%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.96M
|
-$582K
|
-37,566
|
-16%
|
|
|
17
|
Journey Advisory Group
Covington,
Kentucky
|
$2.61M
|
+$11.7K
|
+754
|
+0.4%
|
|
|
18
|
Independent Financial Group
San Diego,
California
|
$2.41M
|
+$223K
|
+14,420
|
+10%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$2.29M
|
-$298K
|
-19,268
|
-11%
|
|
|
20
|
International Assets Investment Management
Orlando,
Florida
|
$2.16M
|
+$30.7K
|
+1,981
|
+1%
|
|
|
21
|
|
$2.05M
|
-$276K
|
-17,850
|
-12%
|
|
|
22
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.8M
|
+$1.27M
|
+82,264
|
+235%
|
|
|
23
|
Ignite Planners
San Clemente,
California
|
$1.6M
|
+$329K
|
+21,263
|
+25%
|
|
|
24
|
ArchPoint Investors
Coral Gables,
Florida
|
$1.55M
|
-$19.4K
|
-1,255
|
-1%
|
|
|
25
|
Aviance Capital Partners
Naples,
Florida
|
$1.37M
|
-$14.6K
|
-946
|
-1%
|
|
