|
1
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$940K
|
-61,727
|
-7%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.72M
|
-$2.11M
|
-138,820
|
-24%
|
|
|
3
|
Matisse Capital
Portland,
Oregon
|
$6.01M
|
–
|
–
|
–
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$5.61M
|
-$1.21M
|
-79,605
|
-18%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$5.3M
|
-$884K
|
-58,070
|
-14%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$2.92M
|
+$250K
|
+16,387
|
+9%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$2.82M
|
+$210K
|
+13,803
|
+8%
|
|
|
8
|
|
$1.63M
|
-$94.8K
|
-6,222
|
-5%
|
|
|
9
|
Aviance Capital Partners
Naples,
Florida
|
$1.6M
|
-$128K
|
-8,407
|
-7%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.52M
|
-$139K
|
-9,134
|
-8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.38M
|
+$155K
|
+10,174
|
+13%
|
|
|
12
|
1607 Capital Partners
Richmond,
Virginia
|
$1.06M
|
+$51.8K
|
+3,400
|
+5%
|
|
|
13
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$640K
|
+$183
|
+12
|
+0%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$601K
|
+$3.78K
|
+248
|
+0.6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$584K
|
+$4.1K
|
+269
|
+0.7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$494K
|
-$24K
|
-1,573
|
-5%
|
|
|
17
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$466K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$455K
|
-$17.5K
|
-1,149
|
-4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$455K
|
+$2.59K
|
+170
|
+0.6%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$440K
|
-$23.6K
|
-1,550
|
-5%
|
|
|
21
|
Quantedge Capital
Singapore
|
$380K
|
-$603K
|
-39,600
|
-61%
|
|
|
22
|
Advisor OS
Chicago,
Illinois
|
$335K
|
–
|
–
|
–
|
|
|
23
|
|
$317K
|
+$318K
|
+20,882
|
New
|
|
|
24
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$286K
|
+$286K
|
+18,808
|
New
|
|
|
25
|
AQR Arbitrage
Greenwich,
Connecticut
|
$272K
|
-$582K
|
-38,187
|
-68%
|
|
