|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.04M
|
+$366K
|
+36,862
|
+5%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$5.69M
|
-$1.42M
|
-142,955
|
-21%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$5.05M
|
-$876K
|
-88,220
|
-16%
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$4.25M
|
+$2.13M
|
+214,767
|
+117%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.86M
|
+$1.28M
|
+129,371
|
+56%
|
|
|
6
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.23M
|
-$2.4M
|
-241,488
|
-44%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$1.81M
|
-$85.7K
|
-8,629
|
-5%
|
|
|
8
|
|
$1.58M
|
-$649K
|
-65,373
|
-31%
|
|
|
9
|
Shaker Financial Services
Arlington,
Virginia
|
$1.51M
|
+$753K
|
+75,859
|
+116%
|
|
|
10
|
Aviance Capital Partners
Naples,
Florida
|
$1.27M
|
-$16.4K
|
-1,651
|
-1%
|
|
|
11
|
Cornerstone Advisors
Asheville,
North Carolina
|
$874K
|
+$815K
|
+82,103
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$713K
|
-$29.7K
|
-2,993
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$526K
|
-$13.3K
|
-1,335
|
-3%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$513K
|
+$2.79K
|
+281
|
+0.6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$483K
|
+$33.5K
|
+3,378
|
+8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$355K
|
+$41.2K
|
+4,152
|
+14%
|
|
|
17
|
|
$345K
|
-$34.4K
|
-3,467
|
-10%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$333K
|
+$310K
|
+31,260
|
New
|
|
|
19
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$322K
|
–
|
–
|
–
|
|
|
20
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$320K
|
+$118K
|
+11,881
|
+66%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$318K
|
-$308
|
-31
|
-0.1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$244K
|
-$58.1K
|
-5,853
|
-20%
|
|
|
23
|
AQR Arbitrage
Greenwich,
Connecticut
|
$232K
|
+$217K
|
+21,828
|
New
|
|
|
24
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$217K
|
+$13.9K
|
+1,400
|
+7%
|
|
|
25
|
Curi RMB Capital
Chicago,
Illinois
|
$184K
|
+$171K
|
+17,240
|
New
|
|
