|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$17.5M
|
+$1.23M
|
+72,000
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.17M
|
-$133K
|
-7,799
|
-2%
|
|
|
3
|
|
$6.11M
|
-$1.22M
|
-71,572
|
-15%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.15M
|
+$3.27M
|
+190,915
|
+1,268%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.14M
|
+$298K
|
+17,396
|
+30%
|
|
|
6
|
Private Management Group
Irvine,
California
|
$980K
|
+$1.1M
|
+64,066
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$976K
|
+$54.9K
|
+3,207
|
+5%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$737K
|
-$31.1K
|
-1,818
|
-4%
|
|
|
9
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$683K
|
+$764K
|
+44,662
|
New
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$585K
|
+$362K
|
+21,157
|
+124%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$465K
|
+$19.3K
|
+1,128
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$393K
|
+$8.08K
|
+472
|
+2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$317K
|
+$172K
|
+10,061
|
+94%
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$305K
|
-$6.84K
|
-400
|
-2%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$288K
|
+$322K
|
+18,813
|
New
|
|
|
16
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
17
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
18
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$242K
|
+$291
|
+17
|
+0.1%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$236K
|
+$1.99K
|
+116
|
+0.8%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$216K
|
+$3.51K
|
+205
|
+1%
|
|
|
21
|
Diligent Investors
Redlands,
California
|
$176K
|
–
|
–
|
–
|
|
|
22
|
|
$140K
|
-$1.12M
|
-65,612
|
-88%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$58K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$34K
|
+$34.2K
|
+2,000
|
+943%
|
|
|
25
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$25K
|
–
|
–
|
–
|
|
