|
1
|
|
$70.3M
|
+$921K
|
+18,532
|
+1%
|
|
|
2
|
Z3 Capital Partners
Richmond,
Virginia
|
$33.4M
|
+$388K
|
+7,799
|
+1%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$28.2M
|
-$12.1M
|
-243,393
|
-31%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$16M
|
-$83.2K
|
-1,674
|
-0.5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$113K
|
+2,281
|
+0.9%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$12.9M
|
-$823K
|
-16,565
|
-6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$273K
|
+5,500
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
-$79.6K
|
-1,601
|
-0.7%
|
|
|
9
|
Penserra Capital Management
Orinda,
California
|
$9.39M
|
+$1.71M
|
+34,473
|
+24%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$6.68M
|
+$64.3K
|
+1,293
|
+1%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$5.86M
|
+$139K
|
+2,792
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.69M
|
-$371K
|
-7,469
|
-8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.32M
|
-$232K
|
-4,666
|
-5%
|
|
|
14
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$4.11M
|
+$190K
|
+3,832
|
+5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.4M
|
+$303K
|
+6,089
|
+10%
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.12M
|
+$2.88M
|
+58,007
|
+5,709%
|
|
|
17
|
Oxbow Advisors
Austin,
Texas
|
$3.09M
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$2.98M
|
+$302K
|
+6,084
|
+12%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.52M
|
-$58.5K
|
-1,178
|
-2%
|
|
|
20
|
Terril Brothers
St. Louis,
Missouri
|
$2.43M
|
-$248K
|
-4,993
|
-10%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.43M
|
-$127K
|
-2,552
|
-5%
|
|
|
22
|
Wright Wealth
Atlanta,
Georgia
|
$2.1M
|
+$425K
|
+8,548
|
+27%
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.09M
|
+$2.58K
|
+52
|
+0.1%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$2.09M
|
-$12.8K
|
-258
|
-0.6%
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.42M
|
–
|
–
|
–
|
|
