|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$65.5M
|
+$24.3M
|
+1,877,565
|
+57%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$47.9M
|
-$7.29M
|
-563,605
|
-13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
+$12.1M
|
+935,731
|
+536%
|
|
|
4
|
|
$11.2M
|
-$16.1M
|
-1,243,786
|
-59%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.83M
|
-$1.53K
|
-118
|
-0%
|
|
|
6
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.59M
|
-$281K
|
-21,732
|
-4%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$3.73M
|
+$492K
|
+38,027
|
+15%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.57M
|
+$32.9K
|
+2,548
|
+0.9%
|
|
|
9
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$2.42M
|
+$2.47M
|
+190,665
|
New
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$1.96M
|
+$722K
|
+55,865
|
+57%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.69M
|
+$16.6K
|
+1,284
|
+1%
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.47M
|
+$3.17K
|
+245
|
+0.2%
|
|
|
13
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.35M
|
+$405K
|
+31,324
|
+42%
|
|
|
14
|
Advisors Asset Management
Monument,
Colorado
|
$1.29M
|
+$1.31M
|
+101,605
|
New
|
|
|
15
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.11M
|
-$121K
|
-9,345
|
-10%
|
|
|
16
|
First Trust Advisors
Wheaton,
Illinois
|
$907K
|
+$118K
|
+9,154
|
+15%
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$785K
|
-$9.7K
|
-750
|
-1%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$750K
|
+$764K
|
+59,050
|
New
|
|
|
19
|
|
$597K
|
+$608K
|
+47,023
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$550K
|
-$48.5K
|
-3,751
|
-8%
|
|
|
21
|
Transform Wealth
Greenwood Village,
Colorado
|
$544K
|
+$553K
|
+42,800
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$323K
|
+$15.1K
|
+1,164
|
+5%
|
|
|
23
|
Jefferies Financial Group
New York
|
$318K
|
+$323K
|
+25,000
|
New
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$309K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$292K
|
-$1.89K
|
-146
|
-0.6%
|
|
