|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.15M
|
+$798K
|
+75,845
|
+14%
|
|
|
2
|
Shaker Financial Services
Arlington,
Virginia
|
$959K
|
+$76.6K
|
+7,278
|
+7%
|
|
|
3
|
|
$851K
|
-$4.72K
|
-449
|
-0.4%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$520K
|
-$19.4K
|
-1,848
|
-3%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$460K
|
-$150K
|
-14,207
|
-21%
|
|
|
6
|
Curi RMB Capital
Chicago,
Illinois
|
$345K
|
-$41.5K
|
-3,940
|
-9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$224K
|
-$66K
|
-6,267
|
-19%
|
|
|
8
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$224K
|
+$281K
|
+26,726
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$219K
|
+$44.1K
|
+4,188
|
+19%
|
|
|
10
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$217K
|
–
|
–
|
–
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$213K
|
+$67.2K
|
+6,389
|
+34%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$179K
|
+$225K
|
+21,385
|
New
|
|
|
13
|
|
$162K
|
+$93.5K
|
+8,883
|
+84%
|
|
|
14
|
|
$160K
|
+$202K
|
+19,163
|
New
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$151K
|
-$59.8K
|
-5,685
|
-24%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$132K
|
+$166K
|
+15,810
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$99K
|
+$12.1K
|
+1,152
|
+11%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$98K
|
–
|
–
|
–
|
|
|
19
|
GAMCO Investors
Greenwich,
Connecticut
|
$84K
|
–
|
–
|
–
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$84K
|
+$106K
|
+10,107
|
New
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$72K
|
+$91K
|
+8,649
|
New
|
|
|
22
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$68K
|
–
|
–
|
–
|
|
|
23
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
24
|
|
$6K
|
+$7.37K
|
+700
|
New
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
