|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$24.1M
|
-$831K
|
-54,711
|
-3%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$14.3M
|
-$252K
|
-16,600
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.17M
|
-$1.81M
|
-119,436
|
-26%
|
|
|
4
|
ProVise Management Group
Clearwater,
Florida
|
$4.18M
|
+$67.1K
|
+4,423
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.04M
|
+$36K
|
+2,372
|
+1%
|
|
|
6
|
Karpus Investment Management
Pittsford,
New York
|
$1.3M
|
-$226K
|
-14,902
|
-15%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.03M
|
-$31.4K
|
-2,068
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$753K
|
+$507K
|
+33,418
|
+205%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$596K
|
-$35.6K
|
-2,346
|
-6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$414K
|
-$18.1K
|
-1,191
|
-4%
|
|
|
11
|
|
$353K
|
+$29.4K
|
+1,938
|
+9%
|
|
|
12
|
M&R Capital Management
Summit,
New Jersey
|
$333K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$298K
|
-$20.9K
|
-1,380
|
-7%
|
|
|
14
|
|
$226K
|
+$227K
|
+14,936
|
New
|
|
|
15
|
NWAM LLC
Mercer Island,
Washington
|
$225K
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$224K
|
+$225K
|
+14,805
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$223K
|
+$638
|
+42
|
+0.3%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$173K
|
-$60.4K
|
-3,982
|
-26%
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$167K
|
+$28K
|
+1,847
|
+20%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$49K
|
–
|
–
|
–
|
|
|
21
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$43K
|
–
|
–
|
–
|
|
|
22
|
|
$29K
|
+$349
|
+23
|
+1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
24
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$24K
|
–
|
–
|
–
|
|
|
25
|
Central Bank & Trust
Lexington,
Kentucky
|
$15K
|
+$15.2K
|
+1,000
|
New
|
|
