|
1
|
|
$26.9M
|
-$590K
|
-86,072
|
-2%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$11M
|
+$2.13M
|
+311,355
|
+24%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.3M
|
+$705K
|
+102,895
|
+7%
|
|
|
4
|
Peak Planning Group
Centennial,
Colorado
|
$8.06M
|
+$8.15M
|
+1,189,088
|
New
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$7.08M
|
+$431K
|
+62,895
|
+6%
|
|
|
6
|
|
$6.53M
|
+$81.1K
|
+11,827
|
+1%
|
|
|
7
|
|
$5.86M
|
–
|
–
|
–
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$4M
|
+$568K
|
+82,826
|
+16%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
-$5.68K
|
-828
|
-0.2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.35M
|
+$261K
|
+38,009
|
+12%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.1M
|
–
|
–
|
–
|
|
|
12
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.97M
|
-$604K
|
-88,078
|
-23%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$1.39M
|
-$110K
|
-16,000
|
-7%
|
|
|
14
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.2M
|
–
|
–
|
–
|
|
|
15
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.17M
|
+$321K
|
+46,790
|
+37%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.14M
|
+$22.6K
|
+3,293
|
+2%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$1.14M
|
+$27.3K
|
+3,986
|
+2%
|
|
|
18
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
19
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$959K
|
+$15.4K
|
+2,244
|
+2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$930K
|
+$26.2K
|
+3,823
|
+3%
|
|
|
21
|
Advisors Asset Management
Monument,
Colorado
|
$832K
|
+$841K
|
+122,646
|
New
|
|
|
22
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$820K
|
+$86.8K
|
+12,659
|
+12%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$819K
|
+$828K
|
+120,734
|
New
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$702K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$692K
|
+$38.2K
|
+5,567
|
+6%
|
|
