|
1
|
Needham Investment Management
New York
|
$9.65M
|
-$505K
|
-25,000
|
-5%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$9.36M
|
+$359K
|
+17,797
|
+4%
|
|
|
3
|
|
$9.08M
|
+$560K
|
+27,762
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.01M
|
-$1.57M
|
-77,818
|
-19%
|
|
|
5
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$6.95M
|
+$38.8K
|
+1,922
|
+0.6%
|
|
|
6
|
Lazard Asset Management
New York
|
$4.38M
|
–
|
–
|
–
|
|
|
7
|
Matisse Capital
Portland,
Oregon
|
$3.54M
|
-$3.12M
|
-154,311
|
-48%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.9M
|
+$73.1K
|
+3,623
|
+3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.86M
|
-$66.4K
|
-3,288
|
-2%
|
|
|
10
|
|
$2.7M
|
-$802K
|
-39,707
|
-24%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.65M
|
+$117K
|
+5,785
|
+5%
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$2.49M
|
+$2.01M
|
+99,524
|
+601%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.46M
|
-$138K
|
-6,818
|
-6%
|
|
|
14
|
1607 Capital Partners
Richmond,
Virginia
|
$2.38M
|
-$986K
|
-48,842
|
-31%
|
|
|
15
|
|
$2.22M
|
-$89.5K
|
-4,433
|
-4%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.2M
|
+$55K
|
+2,726
|
+3%
|
|
|
17
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.02M
|
-$4.22M
|
-208,800
|
-69%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.57M
|
-$31.3K
|
-1,552
|
-2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.47M
|
+$292K
|
+14,489
|
+27%
|
|
|
20
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.38M
|
-$3.9K
|
-193
|
-0.3%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.38M
|
+$53K
|
+2,623
|
+4%
|
|
|
22
|
Shaker Financial Services
Arlington,
Virginia
|
$1.29M
|
+$816K
|
+40,441
|
+207%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$1.12M
|
-$811K
|
-40,163
|
-44%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.04M
|
+$119K
|
+5,915
|
+14%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$843K
|
+$23.6K
|
+1,170
|
+3%
|
|
