|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$19M
|
+$414K
|
+24,659
|
+2%
|
|
|
2
|
Relative Value Partners Group
|
$14.3M
|
+$1.19M
|
+70,927
|
+9%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.26M
|
–
|
–
|
–
|
|
|
4
|
First Trust Advisors
Wheaton,
Illinois
|
$1.02M
|
-$331K
|
-19,707
|
-25%
|
|
|
5
|
|
$1M
|
+$2.08K
|
+124
|
+0.2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1M
|
+$48.1K
|
+2,867
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$428K
|
+$50.4K
|
+3,000
|
+14%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$313K
|
-$2.25K
|
-134
|
-0.7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$240K
|
-$47K
|
-2,802
|
-17%
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$226K
|
+$223K
|
+13,257
|
New
|
|
|
11
|
Smith, Moore & Co
Clayton,
Missouri
|
$209K
|
–
|
–
|
–
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$186K
|
-$5.46K
|
-325
|
-3%
|
|
|
13
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$128K
|
+$1.13K
|
+67
|
+0.9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
+$33.6K
|
+2,000
|
+284%
|
|
|
15
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$17K
|
–
|
–
|
–
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
17
|
|
$13K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$371K
|
-22,383
|
Closed
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$175K
|
-10,537
|
Closed
|
|
|
21
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
–
|
-$18K
|
-1,078
|
Closed
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$8K
|
-495
|
Closed
|
|
|
23
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
+$50
|
+3
|
New
|
|
