|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$9.35M
|
+$5.23M
|
+309,585
|
+124%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.2M
|
-$116K
|
-6,875
|
-2%
|
|
|
3
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.48M
|
+$197K
|
+11,651
|
+6%
|
|
|
4
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$2.47M
|
+$2.5M
|
+147,767
|
New
|
|
|
5
|
|
$2.4M
|
+$92.5K
|
+5,473
|
+4%
|
|
|
6
|
Smith Asset Management
Chiefland,
Florida
|
$2.34M
|
+$2.37M
|
+140,242
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.19M
|
-$100K
|
-5,929
|
-4%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$2M
|
+$530K
|
+31,369
|
+35%
|
|
|
9
|
AQR Arbitrage
Greenwich,
Connecticut
|
$1.72M
|
-$467K
|
-27,620
|
-21%
|
|
|
10
|
Matisse Capital
Portland,
Oregon
|
$1.59M
|
–
|
–
|
–
|
|
|
11
|
|
$1.48M
|
+$703K
|
+41,585
|
+89%
|
|
|
12
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.39M
|
+$1.41M
|
+83,202
|
New
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$885K
|
-$62.3K
|
-3,687
|
-7%
|
|
|
14
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$840K
|
+$850K
|
+50,316
|
New
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$545K
|
+$223K
|
+13,194
|
+68%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$407K
|
-$247K
|
-14,598
|
-37%
|
|
|
17
|
Pathway Financial Advisers
Auburn,
Indiana
|
$367K
|
-$8.13K
|
-481
|
-2%
|
|
|
18
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$347K
|
-$31.9K
|
-1,888
|
-8%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$333K
|
+$337K
|
+19,937
|
New
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$324K
|
-$27.3K
|
-1,618
|
-8%
|
|
|
21
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$302K
|
+$305K
|
+18,061
|
New
|
|
|
22
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$278K
|
+$281K
|
+16,634
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$268K
|
+$144K
|
+8,534
|
+114%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$266K
|
-$1.66K
|
-98
|
-0.6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$258K
|
+$18K
|
+1,063
|
+7%
|
|
