|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$20.8M
|
+$2.22M
|
+138,200
|
+12%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$9.12M
|
+$5.69M
|
+353,924
|
+172%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.14M
|
-$485K
|
-30,197
|
-6%
|
|
|
4
|
|
$6.07M
|
-$423K
|
-26,322
|
-7%
|
|
|
5
|
Private Management Group
Irvine,
California
|
$2.66M
|
+$1.6M
|
+99,631
|
+156%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
+$478K
|
+29,747
|
+40%
|
|
|
7
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.29M
|
+$555K
|
+34,544
|
+77%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.04M
|
+$4.8K
|
+299
|
+0.5%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$779K
|
-$4.16K
|
-259
|
-0.5%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$758K
|
+$134K
|
+8,331
|
+22%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$547K
|
+$127K
|
+7,897
|
+31%
|
|
|
12
|
Allspring Global Investments
Charlotte,
North Carolina
|
$532K
|
+$525K
|
+32,684
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$496K
|
+$1.06K
|
+66
|
+0.2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$337K
|
+$64
|
+4
|
+0%
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$325K
|
–
|
–
|
–
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$306K
|
–
|
–
|
–
|
|
|
17
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$260K
|
+$8.44K
|
+525
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$259K
|
+$28.9K
|
+1,801
|
+13%
|
|
|
20
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$258K
|
+$305
|
+19
|
+0.1%
|
|
|
21
|
Diligent Investors
Redlands,
California
|
$187K
|
–
|
–
|
–
|
|
|
22
|
PFG Advisors
Phoenix,
Arizona
|
$187K
|
+$184K
|
+11,471
|
New
|
|
|
23
|
Almitas Capital
Santa Monica,
California
|
$174K
|
+$172K
|
+10,700
|
New
|
|
|
24
|
|
$150K
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$61K
|
–
|
–
|
–
|
|
