|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.19M
|
+$1.88M
|
+163,620
|
+25%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$5.99M
|
-$853K
|
-74,078
|
-10%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$4.98M
|
+$314K
|
+27,314
|
+5%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$4.83M
|
+$1.31M
|
+113,552
|
+26%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.06M
|
-$2.43M
|
-211,332
|
-48%
|
|
|
6
|
|
$1.89M
|
-$2.69M
|
-233,360
|
-52%
|
|
|
7
|
Matisse Capital
Portland,
Oregon
|
$1.63M
|
+$2.12M
|
+183,933
|
New
|
|
|
8
|
Rockefeller Capital Management
New York
|
$1.58M
|
+$2.05M
|
+178,470
|
New
|
|
|
9
|
Aviance Capital Partners
Naples,
Florida
|
$1.07M
|
+$52.3K
|
+4,546
|
+4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$618K
|
+$805K
|
+69,910
|
New
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$581K
|
+$636K
|
+55,227
|
+533%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$449K
|
-$20.6K
|
-1,788
|
-3%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$424K
|
+$2.92K
|
+254
|
+0.5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$371K
|
+$38.9K
|
+3,379
|
+9%
|
|
|
15
|
|
$317K
|
+$413K
|
+35,874
|
New
|
|
|
16
|
Landscape Capital Management
Englewood,
New Jersey
|
$267K
|
-$47.7K
|
-4,139
|
-12%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$265K
|
-$29.7K
|
-2,582
|
-8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$258K
|
+$98.2K
|
+8,529
|
+41%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$255K
|
+$8.06K
|
+700
|
+2%
|
|
|
20
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$249K
|
–
|
–
|
–
|
|
|
21
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$168K
|
+$2.3K
|
+200
|
+1%
|
|
|
22
|
Raymond James Trust
St. Petersburg,
Florida
|
$142K
|
–
|
–
|
–
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$139K
|
-$57.1K
|
-4,956
|
-24%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$133K
|
-$51.4K
|
-4,467
|
-23%
|
|
|
25
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$133K
|
+$82K
|
+7,119
|
+65%
|
|
