|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$7.58M
|
+$2.35M
|
+1,165,347
|
+41%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.96M
|
–
|
–
|
–
|
|
|
3
|
|
$2.87M
|
+$265K
|
+131,441
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.66M
|
-$245K
|
-121,823
|
-12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$977K
|
+$29.8K
|
+14,818
|
+3%
|
|
|
6
|
Park Avenue Securities
New York
|
$947K
|
+$23.3K
|
+11,583
|
+2%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$789K
|
+$53.3K
|
+26,493
|
+7%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$749K
|
+$153K
|
+75,921
|
+24%
|
|
|
9
|
Wolverine Asset Management
Chicago,
Illinois
|
$749K
|
+$242K
|
+120,241
|
+43%
|
|
|
10
|
|
$737K
|
+$642K
|
+318,685
|
+447%
|
|
|
11
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$624K
|
–
|
–
|
–
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$548K
|
+$20.7K
|
+10,300
|
+4%
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$546K
|
+$582K
|
+288,919
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$278K
|
-$26.9K
|
-13,366
|
-8%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$276K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$249K
|
-$140K
|
-69,768
|
-35%
|
|
|
17
|
Landscape Capital Management
Englewood,
New Jersey
|
$249K
|
+$21.8K
|
+10,806
|
+9%
|
|
|
18
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$246K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$221K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$210K
|
-$26.4K
|
-13,120
|
-11%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$202K
|
+$27.7K
|
+13,750
|
+15%
|
|
|
22
|
Neuberger Berman Group
New York
|
$188K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$182K
|
+$51.7K
|
+25,689
|
+36%
|
|
|
24
|
Sonora Investment Management Group
Tucson,
Arizona
|
$170K
|
–
|
–
|
–
|
|
|
25
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$159K
|
+$14K
|
+6,957
|
+9%
|
|
