|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$11.7M
|
+$2.37M
|
+193,583
|
+24%
|
|
|
2
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$8.95M
|
+$159K
|
+12,952
|
+2%
|
|
|
3
|
|
$8.28M
|
-$719K
|
-58,718
|
-8%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.92M
|
+$422K
|
+34,430
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.08M
|
-$7.28K
|
-594
|
-0.2%
|
|
|
6
|
|
$3.24M
|
+$204K
|
+16,616
|
+6%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$3.13M
|
+$386K
|
+31,484
|
+14%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.78M
|
+$114K
|
+9,272
|
+4%
|
|
|
9
|
|
$2.01M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.8M
|
+$130K
|
+10,573
|
+7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.72M
|
-$457K
|
-37,263
|
-20%
|
|
|
12
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.45M
|
+$434K
|
+35,426
|
+41%
|
|
|
13
|
|
$1.07M
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.06M
|
-$49.9K
|
-4,077
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$983K
|
+$870
|
+71
|
+0.1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$858K
|
-$126K
|
-10,295
|
-12%
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$774K
|
–
|
–
|
–
|
|
|
18
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$683K
|
-$3.42K
|
-279
|
-0.5%
|
|
|
19
|
Shufro Rose & Co
New York
|
$640K
|
–
|
–
|
–
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$497K
|
+$21K
|
+1,715
|
+4%
|
|
|
21
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$426K
|
+$21.5K
|
+1,754
|
+5%
|
|
|
22
|
McGowan Group Asset Management
Dallas,
Texas
|
$316K
|
-$31.1K
|
-2,536
|
-9%
|
|
|
23
|
Core Wealth Partners
Santa Rosa,
California
|
$273K
|
–
|
–
|
–
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$263K
|
-$21K
|
-1,716
|
-7%
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
$218K
|
-$61.8K
|
-5,043
|
-21%
|
|
