|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$4.47M
|
+$134K
|
+9,206
|
+3%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$3.38M
|
-$33.8K
|
-2,325
|
-1%
|
|
|
3
|
ProVise Management Group
Clearwater,
Florida
|
$2.13M
|
+$83.3K
|
+5,737
|
+4%
|
|
|
4
|
Gill Capital Partners
Denver,
Colorado
|
$1.88M
|
+$38.4K
|
+2,642
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.8M
|
+$3.92K
|
+270
|
+0.2%
|
|
|
6
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.8M
|
-$16.6K
|
-1,146
|
-0.9%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$1.31M
|
–
|
–
|
–
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.14M
|
+$165K
|
+11,329
|
+17%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.02M
|
-$138K
|
-9,513
|
-12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
+$45.4K
|
+3,123
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$937K
|
–
|
–
|
–
|
|
|
12
|
Advisors Asset Management
Monument,
Colorado
|
$915K
|
-$19.7K
|
-1,354
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$805K
|
+$41.4K
|
+2,850
|
+5%
|
|
|
14
|
Park Avenue Securities
New York
|
$796K
|
+$35.4K
|
+2,437
|
+5%
|
|
|
15
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$761K
|
-$159K
|
-10,956
|
-17%
|
|
|
16
|
Horizon Kinetics Asset Management
New York
|
$605K
|
–
|
–
|
–
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$599K
|
+$25.6K
|
+1,765
|
+4%
|
|
|
18
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$546K
|
-$165K
|
-11,346
|
-23%
|
|
|
19
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$450K
|
+$4.65K
|
+320
|
+1%
|
|
|
20
|
|
$370K
|
-$5.45K
|
-375
|
-1%
|
|
|
21
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$323K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$254K
|
-$1.9K
|
-131
|
-0.7%
|
|
|
23
|
|
$236K
|
-$247K
|
-17,031
|
-51%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$200K
|
-$60.1K
|
-4,140
|
-23%
|
|
|
25
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$193K
|
–
|
–
|
–
|
|
