|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$131M
|
+$4.47M
|
+340,320
|
+4%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$69.7M
|
-$2.85M
|
-217,353
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$829K
|
+63,171
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
-$2.09M
|
-159,310
|
-17%
|
|
|
5
|
|
$9.77M
|
-$35.3K
|
-2,689
|
-0.4%
|
|
|
6
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.69M
|
-$100K
|
-7,617
|
-1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.28M
|
+$822K
|
+62,596
|
+18%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$5.25M
|
-$7.51K
|
-572
|
-0.1%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$4.82M
|
+$187K
|
+14,220
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.24M
|
+$2.3M
|
+175,483
|
+119%
|
|
|
11
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$3.24M
|
+$3.24M
|
+247,035
|
New
|
|
|
12
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.72M
|
+$53.4K
|
+4,067
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.35M
|
-$5.03K
|
-383
|
-0.2%
|
|
|
14
|
First Trust Advisors
Wheaton,
Illinois
|
$2.31M
|
+$467K
|
+35,568
|
+25%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$1.9M
|
-$246K
|
-18,754
|
-11%
|
|
|
16
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.64M
|
+$40.6K
|
+3,091
|
+3%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$1.23M
|
+$184K
|
+13,987
|
+17%
|
|
|
18
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.12M
|
-$5.43K
|
-414
|
-0.5%
|
|
|
19
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.02M
|
-$73.5K
|
-5,600
|
-7%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$928K
|
+$73K
|
+5,561
|
+9%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$871K
|
-$16.4K
|
-1,249
|
-2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$664K
|
+$182K
|
+13,845
|
+38%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$393K
|
–
|
–
|
–
|
|
|
24
|
Choreo LLC
Rockford,
Illinois
|
$359K
|
+$10.7K
|
+816
|
+3%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$323K
|
–
|
–
|
–
|
|
