|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$125M
|
+$56.5M
|
+4,326,980
|
+82%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$71.8M
|
+$26M
|
+1,989,029
|
+56%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$17.8M
|
+$284K
|
+21,732
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$2.58M
|
+197,490
|
+26%
|
|
|
5
|
|
$9.7M
|
-$771K
|
-59,057
|
-7%
|
|
|
6
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.72M
|
+$91.3K
|
+7,000
|
+1%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$5.21M
|
+$992K
|
+75,984
|
+23%
|
|
|
8
|
Advisors Asset Management
Monument,
Colorado
|
$4.58M
|
+$1.3M
|
+99,428
|
+39%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.41M
|
+$663K
|
+50,825
|
+18%
|
|
|
10
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.64M
|
+$2.65M
|
+203,446
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.33M
|
+$583K
|
+44,660
|
+33%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$2.13M
|
+$396K
|
+30,346
|
+23%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.92M
|
+$1.23M
|
+94,072
|
+175%
|
|
|
14
|
First Trust Advisors
Wheaton,
Illinois
|
$1.82M
|
+$712K
|
+54,552
|
+64%
|
|
|
15
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.58M
|
+$59.9K
|
+4,590
|
+4%
|
|
|
16
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.12M
|
-$4.02K
|
-308
|
-0.4%
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.08M
|
+$282K
|
+21,585
|
+35%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$1.04M
|
+$281K
|
+21,510
|
+37%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$878K
|
-$105K
|
-8,014
|
-11%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$847K
|
+$851K
|
+65,218
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$477K
|
+$17.3K
|
+1,324
|
+4%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$389K
|
+$391K
|
+30,000
|
New
|
|
|
23
|
Choreo LLC
Rockford,
Illinois
|
$345K
|
+$347K
|
+26,565
|
New
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$320K
|
–
|
–
|
–
|
|
|
25
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$281K
|
+$144K
|
+11,040
|
+104%
|
|
