|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.11M
|
-$417K
|
-168,000
|
-6%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$5.36M
|
-$151K
|
-60,800
|
-3%
|
|
|
3
|
|
$3.61M
|
-$66.5K
|
-26,812
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.26M
|
+$121K
|
+48,633
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.67M
|
+$46.1K
|
+18,558
|
+3%
|
|
|
6
|
Park Avenue Securities
New York
|
$1.14M
|
+$115K
|
+46,330
|
+11%
|
|
|
7
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$822K
|
-$216K
|
-87,000
|
-21%
|
|
|
8
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$725K
|
+$728K
|
+293,547
|
New
|
|
|
9
|
Shaker Financial Services
Arlington,
Virginia
|
$723K
|
+$162K
|
+65,372
|
+29%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$642K
|
+$645K
|
+259,900
|
New
|
|
|
11
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$610K
|
+$16.8K
|
+6,773
|
+3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$523K
|
-$90.3K
|
-36,371
|
-15%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$412K
|
-$6.79K
|
-2,738
|
-2%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$387K
|
+$9.93K
|
+4,000
|
+3%
|
|
|
15
|
FourThought Financial
Venice,
Florida
|
$328K
|
-$540K
|
-217,798
|
-62%
|
|
|
16
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$322K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$301K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$282K
|
+$2.95K
|
+1,188
|
+1%
|
|
|
19
|
Lazard Asset Management
New York
|
$247K
|
–
|
–
|
–
|
|
|
20
|
Neuberger Berman Group
New York
|
$246K
|
–
|
–
|
–
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$228K
|
-$81.7K
|
-32,913
|
-26%
|
|
|
22
|
Sonora Investment Management Group
Tucson,
Arizona
|
$222K
|
+$223K
|
+90,000
|
New
|
|
|
23
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$205K
|
+$9.71K
|
+3,914
|
+5%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$187K
|
+$188K
|
+75,570
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$186K
|
–
|
–
|
–
|
|
