|
1
|
|
$25.5M
|
-$204K
|
-30,201
|
-0.8%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$11.2M
|
+$778K
|
+115,381
|
+7%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.1M
|
+$236K
|
+35,040
|
+2%
|
|
|
4
|
Peak Planning Group
Centennial,
Colorado
|
$7.41M
|
-$312K
|
-46,322
|
-4%
|
|
|
5
|
|
$6.77M
|
+$548K
|
+81,251
|
+8%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$5.82M
|
-$977K
|
-144,855
|
-14%
|
|
|
7
|
|
$5.6M
|
–
|
–
|
–
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$3.71M
|
-$130K
|
-19,234
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.55M
|
+$173K
|
+25,597
|
+7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.5M
|
+$261K
|
+38,746
|
+11%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.12M
|
+$117K
|
+17,326
|
+6%
|
|
|
12
|
Advisors Asset Management
Monument,
Colorado
|
$1.98M
|
+$1.23M
|
+182,531
|
+149%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
+$587K
|
+86,968
|
+63%
|
|
|
14
|
Brown Advisory
Baltimore,
Maryland
|
$1.33M
|
–
|
–
|
–
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$1.12M
|
+$35K
|
+5,195
|
+3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.09M
|
+$2.28K
|
+338
|
+0.2%
|
|
|
17
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.08M
|
-$41.9K
|
-6,212
|
-4%
|
|
|
18
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.06M
|
-$91K
|
-13,495
|
-8%
|
|
|
19
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$1.03M
|
–
|
–
|
–
|
|
|
20
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$929K
|
+$13.2K
|
+1,963
|
+1%
|
|
|
21
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$783K
|
–
|
–
|
–
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$760K
|
-$23.6K
|
-3,500
|
-3%
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
$720K
|
+$173K
|
+25,655
|
+30%
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$671K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$654K
|
-$7.53K
|
-1,117
|
-1%
|
|
