|
1
|
Needham Investment Management
New York
|
$9.36M
|
–
|
–
|
–
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$8.25M
|
+$902K
|
+43,754
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.98M
|
-$715K
|
-34,675
|
-8%
|
|
|
4
|
|
$7.8M
|
-$573K
|
-27,783
|
-7%
|
|
|
5
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$6.35M
|
+$368K
|
+17,836
|
+6%
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$6.29M
|
–
|
–
|
–
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$5.94M
|
-$2.87M
|
-139,296
|
-31%
|
|
|
8
|
Lazard Asset Management
New York
|
$4.03M
|
–
|
–
|
–
|
|
|
9
|
|
$3.26M
|
-$1.23M
|
-59,445
|
-26%
|
|
|
10
|
1607 Capital Partners
Richmond,
Virginia
|
$3.15M
|
-$891K
|
-43,245
|
-21%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.7M
|
+$51.1K
|
+2,478
|
+2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.59M
|
+$741K
|
+35,957
|
+38%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
+$346K
|
+16,784
|
+16%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.32M
|
+$276K
|
+13,411
|
+13%
|
|
|
15
|
|
$2.13M
|
+$479K
|
+23,251
|
+27%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.97M
|
+$1.73M
|
+83,891
|
+519%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.81M
|
+$72.5K
|
+3,517
|
+4%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.48M
|
-$301K
|
-14,591
|
-16%
|
|
|
19
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.26M
|
+$131K
|
+6,359
|
+11%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.21M
|
+$627K
|
+30,412
|
+98%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
+$131K
|
+6,375
|
+13%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$835K
|
+$12.5K
|
+605
|
+1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$821K
|
+$170K
|
+8,231
|
+25%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$752K
|
+$51.6K
|
+2,506
|
+7%
|
|
|
25
|
|
$739K
|
+$110K
|
+5,337
|
+17%
|
|
