|
1
|
|
$8.98M
|
+$397K
|
+42,702
|
+4%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.67M
|
-$560K
|
-60,215
|
-10%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.82M
|
+$121K
|
+13,037
|
+4%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.46M
|
+$6.34K
|
+681
|
+0.4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.02M
|
-$137K
|
-14,703
|
-12%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$773K
|
-$26.8K
|
-2,882
|
-3%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$331K
|
-$9.31K
|
-1,001
|
-3%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$303K
|
+$4.05K
|
+435
|
+1%
|
|
|
9
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$223K
|
-$18.6K
|
-2,000
|
-7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$168K
|
-$9.75K
|
-1,048
|
-5%
|
|
|
13
|
Edge Wealth Management
New York
|
$161K
|
+$326
|
+35
|
+0.2%
|
|
|
14
|
Royal Fund Management
Lady Lake,
Florida
|
$147K
|
–
|
–
|
–
|
|
|
15
|
Roosevelt Investment Group
New York
|
$135K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$135K
|
+$52.8K
|
+5,671
|
+61%
|
|
|
17
|
Logan Stone Capital
Chicago,
Illinois
|
$125K
|
+$129K
|
+13,830
|
New
|
|
|
18
|
V Wealth Advisors
Overland Park,
Kansas
|
$100K
|
–
|
–
|
–
|
|
|
19
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$95K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$60K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41K
|
+$9.3K
|
+1,000
|
+28%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$30K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$16K
|
+$875
|
+94
|
+5%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$99K
|
-10,028
|
Closed
|
|
