|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$17.5M
|
+$828K
|
+52,519
|
+5%
|
|
|
2
|
Relative Value Partners Group
|
$11.7M
|
+$274K
|
+17,374
|
+2%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.16M
|
-$22.6K
|
-1,435
|
-1%
|
|
|
4
|
First Trust Advisors
Wheaton,
Illinois
|
$1.2M
|
+$325K
|
+20,596
|
+38%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$930K
|
-$117K
|
-7,446
|
-11%
|
|
|
6
|
|
$832K
|
-$63K
|
-3,995
|
-7%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$440K
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$346K
|
-$56.8K
|
-3,599
|
-14%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$303K
|
-$30K
|
-1,904
|
-9%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$303K
|
-$1.8K
|
-114
|
-0.6%
|
|
|
11
|
Landscape Capital Management
Englewood,
New Jersey
|
$212K
|
-$74.6K
|
-4,727
|
-26%
|
|
|
12
|
Smith, Moore & Co
Clayton,
Missouri
|
$202K
|
–
|
–
|
–
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$183K
|
-$18.9K
|
-1,199
|
-10%
|
|
|
14
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$119K
|
+$1.09K
|
+69
|
+0.9%
|
|
|
15
|
|
$21K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
–
|
–
|
–
|
|
|
17
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$16K
|
+$4.43K
|
+281
|
+38%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$13K
|
–
|
–
|
–
|
|
|
20
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
+$2.63K
|
+167
|
+16,700%
|
|
|
22
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$409K
|
-25,629
|
Closed
|
|
|
23
|
Hedeker Wealth
Lincolnshire,
Illinois
|
–
|
-$835
|
-13
|
Closed
|
|
