|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$21.6M
|
-$670K
|
-45,537
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.12M
|
+$956
|
+65
|
+0%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$7.37M
|
-$450K
|
-30,615
|
-6%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$3.52M
|
-$1.27M
|
-86,569
|
-27%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.1M
|
+$69.6K
|
+4,729
|
+3%
|
|
|
6
|
|
$1.55M
|
+$176K
|
+11,972
|
+13%
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$1.34M
|
+$991K
|
+67,352
|
+288%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$1.34M
|
+$999K
|
+67,936
|
+306%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$840K
|
-$28.9K
|
-1,966
|
-3%
|
|
|
10
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$535K
|
–
|
–
|
–
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$469K
|
+$270K
|
+18,333
|
+139%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$380K
|
-$4.74K
|
-322
|
-1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$367K
|
+$364K
|
+24,718
|
New
|
|
|
14
|
M&R Capital Management
Summit,
New Jersey
|
$326K
|
–
|
–
|
–
|
|
|
15
|
NWAM LLC
Mercer Island,
Washington
|
$221K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$186K
|
-$5.41K
|
-368
|
-3%
|
|
|
17
|
|
$171K
|
-$3.78K
|
-257
|
-2%
|
|
|
18
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$58K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55K
|
+$45.8K
|
+3,114
|
+519%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$37K
|
+$4.21K
|
+286
|
+13%
|
|
|
21
|
Founders Capital Management (Texas)
Houston,
Texas
|
$28K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$7K
|
+$6.67K
|
+453
|
New
|
|
|
24
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
25
|
YorkBridge Wealth Partners
New York
|
$4K
|
–
|
–
|
–
|
|
