|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$22M
|
+$89.2K
|
+6,163
|
+0.4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.02M
|
-$21.4K
|
-1,478
|
-0.3%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$7.73M
|
-$36.4K
|
-2,519
|
-0.5%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$4.75M
|
-$562K
|
-38,865
|
-11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.01M
|
-$269K
|
-18,594
|
-12%
|
|
|
6
|
|
$1.35M
|
+$514K
|
+35,540
|
+63%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$859K
|
-$137K
|
-9,437
|
-14%
|
|
|
8
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$529K
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$380K
|
+$30.2K
|
+2,087
|
+9%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$342K
|
+$115K
|
+7,970
|
+52%
|
|
|
11
|
M&R Capital Management
Summit,
New Jersey
|
$321K
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$316K
|
+$322K
|
+22,228
|
New
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$219K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$194K
|
+$12K
|
+829
|
+7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$189K
|
-$1.23M
|
-85,164
|
-87%
|
|
|
16
|
|
$172K
|
-$16.5K
|
-1,138
|
-9%
|
|
|
17
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$58K
|
+$56.8K
|
+3,929
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$33K
|
-$10.2K
|
-704
|
-24%
|
|
|
19
|
Founders Capital Management (Texas)
Houston,
Texas
|
$28K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
+$1.45K
|
+100
|
+20%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
22
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$6K
|
+$6K
|
+415
|
New
|
|
|
23
|
YorkBridge Wealth Partners
New York
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Isthmus Partners
Madison,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
25
|
QCI Asset Management
Pittsford,
New York
|
–
|
-$1K
|
-36
|
Closed
|
|
