|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$16.5M
|
+$909K
|
+57,255
|
+6%
|
|
|
2
|
Relative Value Partners Group
|
$11.3M
|
+$835K
|
+52,573
|
+8%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.17M
|
-$21.4K
|
-1,345
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.04M
|
+$82.5K
|
+5,195
|
+9%
|
|
|
5
|
|
$889K
|
-$45K
|
-2,833
|
-5%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$865K
|
+$36.7K
|
+2,310
|
+4%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$437K
|
–
|
–
|
–
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$409K
|
-$71.1K
|
-4,474
|
-15%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$400K
|
+$25.7K
|
+1,616
|
+7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$331K
|
-$20.3K
|
-1,280
|
-6%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$303K
|
-$365
|
-23
|
-0.1%
|
|
|
12
|
Landscape Capital Management
Englewood,
New Jersey
|
$286K
|
-$140K
|
-8,836
|
-33%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$201K
|
-$14.3K
|
-898
|
-7%
|
|
|
14
|
Smith, Moore & Co
Clayton,
Missouri
|
$200K
|
–
|
–
|
–
|
|
|
15
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$117K
|
+$1.08K
|
+68
|
+0.9%
|
|
|
16
|
|
$21K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
–
|
–
|
–
|
|
|
18
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$13K
|
–
|
–
|
–
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$12K
|
+$1.67K
|
+105
|
+17%
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
22
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$835
|
+$206
|
+13
|
New
|
|
