|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$21.1M
|
+$112K
|
+7,857
|
+0.5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.76M
|
-$584K
|
-40,930
|
-7%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$7.5M
|
-$39.9K
|
-2,800
|
-0.5%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$5.13M
|
-$625K
|
-43,806
|
-11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.2M
|
-$308K
|
-21,580
|
-12%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$213K
|
+14,902
|
+18%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$963K
|
-$61.4K
|
-4,304
|
-6%
|
|
|
8
|
|
$803K
|
+$251K
|
+17,565
|
+45%
|
|
|
9
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$510K
|
-$18.2K
|
-1,275
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$337K
|
-$23.4K
|
-1,640
|
-6%
|
|
|
11
|
M&R Capital Management
Summit,
New Jersey
|
$311K
|
+$314K
|
+22,000
|
New
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$217K
|
+$5.71K
|
+400
|
+3%
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$211K
|
–
|
–
|
–
|
|
|
14
|
|
$183K
|
-$14.4K
|
-1,012
|
-7%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$176K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$42K
|
–
|
–
|
–
|
|
|
17
|
Founders Capital Management (Texas)
Houston,
Texas
|
$27K
|
+$27.1K
|
+1,900
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
-$2.85K
|
-200
|
-29%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
+$3.57K
|
+250
|
+100%
|
|
|
20
|
YorkBridge Wealth Partners
New York
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Isthmus Partners
Madison,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
22
|
QCI Asset Management
Pittsford,
New York
|
$1K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$32K
|
-2,300
|
Closed
|
|
