|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$71.5M
|
+$1.92M
|
+144,353
|
+3%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$47.8M
|
-$3.05M
|
-229,145
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
+$3.21M
|
+241,566
|
+22%
|
|
|
4
|
|
$10.9M
|
-$948K
|
-71,294
|
-8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$795K
|
+59,769
|
+9%
|
|
|
6
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.89M
|
-$106K
|
-8,000
|
-2%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$4.39M
|
+$425K
|
+31,924
|
+11%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.9M
|
+$108K
|
+8,146
|
+3%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$3.42M
|
+$2.02M
|
+152,198
|
+150%
|
|
|
10
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$2.61M
|
+$40.6K
|
+3,050
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.82M
|
+$24.4K
|
+1,835
|
+1%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$1.8M
|
-$283K
|
-21,284
|
-14%
|
|
|
13
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.58M
|
+$143K
|
+10,740
|
+10%
|
|
|
14
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.17M
|
-$11.5K
|
-867
|
-1%
|
|
|
15
|
First Trust Advisors
Wheaton,
Illinois
|
$1.16M
|
+$192K
|
+14,411
|
+20%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
+$431K
|
+32,375
|
+75%
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$834K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$790K
|
-$6.18K
|
-465
|
-0.8%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$723K
|
+$375K
|
+28,191
|
+111%
|
|
|
20
|
|
$659K
|
+$25.1K
|
+1,890
|
+4%
|
|
|
21
|
Transform Wealth
Greenwood Village,
Colorado
|
$584K
|
+$7.32K
|
+550
|
+1%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$478K
|
+$166K
|
+12,487
|
+54%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$329K
|
–
|
–
|
–
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$224K
|
-$15.6K
|
-1,173
|
-7%
|
|
|
25
|
Catalina Capital Group
Torrance,
California
|
$216K
|
–
|
–
|
–
|
|
