|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$17.9M
|
+$2.91M
|
+214,832
|
+21%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$11.4M
|
+$1M
|
+73,969
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
-$1.02M
|
-75,349
|
-9%
|
|
|
4
|
Isthmus Partners
Madison,
Wisconsin
|
$7.39M
|
+$332K
|
+24,547
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
-$964K
|
-71,182
|
-28%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$2M
|
+$161K
|
+11,870
|
+9%
|
|
|
7
|
|
$1.83M
|
-$664
|
-49
|
-0%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$1.05M
|
+$37.6K
|
+2,773
|
+4%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$465K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$416K
|
-$8.3K
|
-613
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$362K
|
–
|
–
|
–
|
|
|
12
|
M&R Capital Management
Summit,
New Jersey
|
$308K
|
–
|
–
|
–
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$273K
|
+$5.39K
|
+398
|
+2%
|
|
|
14
|
NWAM LLC
Mercer Island,
Washington
|
$212K
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$151K
|
+$145K
|
+10,673
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$146K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$126K
|
–
|
–
|
–
|
|
|
18
|
Founders Capital Management (Texas)
Houston,
Texas
|
$40K
|
–
|
–
|
–
|
|
|
19
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$40K
|
–
|
–
|
–
|
|
|
20
|
|
$26K
|
+$257
|
+19
|
+1%
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$26K
|
+$25.8K
|
+1,908
|
New
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$23K
|
–
|
–
|
–
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$15K
|
–
|
–
|
–
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
–
|
–
|
–
|
|
