|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$21.7M
|
-$1.75M
|
-111,275
|
-8%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$13.5M
|
-$1.41M
|
-90,100
|
-10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.03M
|
-$458K
|
-29,188
|
-8%
|
|
|
4
|
ProVise Management Group
Clearwater,
Florida
|
$4.84M
|
+$154K
|
+9,790
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.62M
|
-$155K
|
-9,862
|
-6%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$1.39M
|
+$249K
|
+15,856
|
+22%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$53.3K
|
+3,391
|
+5%
|
|
|
8
|
|
$668K
|
+$198K
|
+12,597
|
+43%
|
|
|
9
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$597K
|
+$152K
|
+9,673
|
+35%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$594K
|
-$13.3K
|
-844
|
-2%
|
|
|
11
|
|
$548K
|
+$3.17K
|
+202
|
+0.6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$327K
|
+$22.6K
|
+1,438
|
+8%
|
|
|
13
|
M&R Capital Management
Summit,
New Jersey
|
$319K
|
-$31.4K
|
-2,000
|
-9%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$315K
|
–
|
–
|
–
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$307K
|
-$2.83K
|
-180
|
-0.9%
|
|
|
16
|
Foresight Wealth Management
Draper,
Utah
|
$294K
|
+$289K
|
+18,408
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$259K
|
+$21.7K
|
+1,382
|
+9%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$239K
|
+$487
|
+31
|
+0.2%
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$222K
|
+$9.14K
|
+582
|
+4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$52K
|
–
|
–
|
–
|
|
|
22
|
Founders Capital Management (Texas)
Houston,
Texas
|
$45K
|
–
|
–
|
–
|
|
|
23
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
24
|
|
$32K
|
–
|
–
|
–
|
|
|
25
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$28K
|
+$15K
|
+958
|
+119%
|
|
