|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$2.25M
|
-$199K
|
-22,404
|
-8%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$1.25M
|
-$97.4K
|
-10,950
|
-7%
|
|
|
3
|
Nuveen
Charlotte,
North Carolina
|
$989K
|
–
|
–
|
–
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$486K
|
-$1.42M
|
-159,397
|
-75%
|
|
|
5
|
Horizon Kinetics
New York
|
$445K
|
–
|
–
|
–
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$430K
|
+$83.9K
|
+9,430
|
+25%
|
|
|
7
|
|
$389K
|
+$34K
|
+3,828
|
+10%
|
|
|
8
|
Beta Wealth Group
San Diego,
California
|
$382K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$378K
|
-$5.46K
|
-614
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$363K
|
-$4.79K
|
-539
|
-1%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$338K
|
–
|
–
|
–
|
|
|
12
|
Investment Centers of America
Bismarck,
North Dakota
|
$272K
|
–
|
–
|
–
|
|
|
13
|
|
$256K
|
–
|
–
|
–
|
|
|
14
|
Raymond James Trust
St. Petersburg,
Florida
|
$254K
|
–
|
–
|
–
|
|
|
15
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$189K
|
–
|
–
|
–
|
|
|
16
|
American International Group
New York
|
$144K
|
+$142K
|
+16,000
|
New
|
|
|
17
|
Bank of Stockton
Stockton,
California
|
$126K
|
–
|
–
|
–
|
|
|
18
|
|
$119K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110K
|
–
|
–
|
–
|
|
|
20
|
VanEck Associates
New York
|
$109K
|
+$12.3K
|
+1,384
|
+13%
|
|
|
21
|
VSR Financial Services
Overland Park,
Kansas
|
$109K
|
+$17.8K
|
+2,000
|
+20%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102K
|
-$4.45K
|
-500
|
-4%
|
|
|
23
|
Tradewinds Capital Management
Bellingham,
Washington
|
$66K
|
–
|
–
|
–
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$65K
|
–
|
–
|
–
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$63K
|
+$13.3K
|
+1,500
|
+27%
|
|
