|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$20.8M
|
+$521K
|
+36,965
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.26M
|
+$2.95M
|
+209,426
|
+55%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$7.47M
|
+$1.13M
|
+80,300
|
+18%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$5.7M
|
-$2.01M
|
-142,769
|
-26%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.48M
|
-$185K
|
-13,150
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.17M
|
+$702K
|
+49,829
|
+149%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.01M
|
-$127K
|
-8,992
|
-11%
|
|
|
8
|
|
$550K
|
+$153K
|
+10,829
|
+38%
|
|
|
9
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$524K
|
-$24K
|
-1,700
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$357K
|
-$40.7K
|
-2,885
|
-10%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$210K
|
+$211K
|
+15,000
|
New
|
|
|
12
|
NWAM LLC
Mercer Island,
Washington
|
$209K
|
–
|
–
|
–
|
|
|
13
|
|
$195K
|
-$7.85K
|
-557
|
-4%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$174K
|
-$70
|
-5
|
-0%
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$45K
|
+$42
|
+3
|
+0.1%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$41K
|
+$23.1K
|
+1,636
|
+126%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
+$32K
|
+2,273
|
+8,419%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$4K
|
+$3.52K
|
+250
|
New
|
|
|
20
|
Isthmus Partners
Madison,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
21
|
YorkBridge Wealth Partners
New York
|
$3K
|
+$3.52K
|
+250
|
New
|
|
|
22
|
QCI Asset Management
Pittsford,
New York
|
$1K
|
–
|
–
|
–
|
|
