|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$13.1M
|
-$2.63M
|
-195,023
|
-17%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$9.22M
|
+$1.47M
|
+108,765
|
+19%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$7.87M
|
+$64.7K
|
+4,800
|
+0.8%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$3.74M
|
+$1.54M
|
+114,049
|
+69%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.86M
|
-$304K
|
-22,559
|
-10%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$1.84M
|
+$21.9K
|
+1,625
|
+1%
|
|
|
7
|
|
$1.67M
|
+$31.5K
|
+2,339
|
+2%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$1.3M
|
-$94.6K
|
-7,023
|
-7%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$944K
|
+$41.1K
|
+3,048
|
+5%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$445K
|
-$68.5K
|
-5,085
|
-13%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$371K
|
-$15.6K
|
-1,154
|
-4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$311K
|
-$5.12K
|
-380
|
-2%
|
|
|
13
|
M&R Capital Management
Summit,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
14
|
NWAM LLC
Mercer Island,
Washington
|
$200K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$183K
|
-$3.03K
|
-225
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
+$38.3K
|
+2,840
|
+42%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$43K
|
–
|
–
|
–
|
|
|
18
|
Founders Capital Management (Texas)
Houston,
Texas
|
$37K
|
–
|
–
|
–
|
|
|
19
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$32K
|
–
|
–
|
–
|
|
|
20
|
|
$24K
|
+$24.1K
|
+1,787
|
New
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
$14K
|
–
|
–
|
–
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$10K
|
+$10.1K
|
+750
|
New
|
|
|
24
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$8K
|
+$8.22K
|
+610
|
New
|
|
