|
1
|
|
$3.26M
|
-$186K
|
-84,855
|
-5%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.73M
|
-$2.03M
|
-925,956
|
-42%
|
|
|
3
|
|
$1.87M
|
-$694K
|
-316,791
|
-27%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.74M
|
+$161K
|
+73,600
|
+10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
+$22K
|
+10,015
|
+2%
|
|
|
6
|
Park Avenue Securities
New York
|
$1.04M
|
+$54.1K
|
+24,667
|
+5%
|
|
|
7
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$759K
|
-$66K
|
-30,094
|
-8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$361K
|
-$44.3K
|
-20,212
|
-11%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$307K
|
+$10.4K
|
+4,761
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$271K
|
+$691
|
+315
|
+0.2%
|
|
|
11
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$245K
|
-$18.6K
|
-8,500
|
-7%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$221K
|
+$8.77K
|
+4,000
|
+4%
|
|
|
13
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$219K
|
-$43.8K
|
-20,000
|
-16%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$211K
|
+$12.2K
|
+5,552
|
+6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$207K
|
+$14.2K
|
+6,476
|
+7%
|
|
|
16
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$203K
|
-$2.43K
|
-1,107
|
-1%
|
|
|
17
|
|
$197K
|
+$202K
|
+91,954
|
New
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$195K
|
+$1.22K
|
+555
|
+0.6%
|
|
|
19
|
Sonora Investment Management Group
Tucson,
Arizona
|
$193K
|
–
|
–
|
–
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$177K
|
-$59.6K
|
-27,200
|
-25%
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$162K
|
+$22
|
+10
|
+0%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$113K
|
+$13.4K
|
+6,100
|
+13%
|
|
|
23
|
Clearstead Advisors
Cleveland,
Ohio
|
$109K
|
+$32.5K
|
+14,826
|
+41%
|
|
|
24
|
First Western Trust Bank
Denver,
Colorado
|
$107K
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$95.3K
|
–
|
–
|
–
|
|
