|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$29.1M
|
–
|
–
|
–
|
|
|
2
|
Private Client Services
Louisville,
Kentucky
|
$2.48M
|
+$685K
|
+37,821
|
+39%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$1.89M
|
+$1.25M
|
+68,732
|
+203%
|
|
|
4
|
|
$1.87M
|
+$95K
|
+5,246
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.64M
|
+$236K
|
+13,050
|
+17%
|
|
|
6
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.49M
|
+$26.9K
|
+1,485
|
+2%
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.38M
|
-$1.4M
|
-77,402
|
-51%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$1.25M
|
-$824K
|
-45,500
|
-40%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.13M
|
+$1.14M
|
+62,757
|
New
|
|
|
10
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$980K
|
+$301K
|
+16,636
|
+46%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$806K
|
-$80.2K
|
-4,426
|
-9%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$769K
|
+$316K
|
+17,420
|
+72%
|
|
|
13
|
Venture Visionary Partners
Sylvania,
Ohio
|
$768K
|
–
|
–
|
–
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$726K
|
+$25.2K
|
+1,389
|
+4%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$563K
|
-$9.31K
|
-514
|
-2%
|
|
|
16
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$506K
|
+$497K
|
+27,448
|
New
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$489K
|
-$9.35K
|
-516
|
-2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$473K
|
+$18.4K
|
+1,015
|
+4%
|
|
|
19
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$470K
|
+$459K
|
+25,354
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$336K
|
+$4.67K
|
+258
|
+1%
|
|
|
21
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$292K
|
–
|
–
|
–
|
|
|
22
|
Choreo LLC
Rockford,
Illinois
|
$288K
|
+$11.9K
|
+658
|
+4%
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$271K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$269K
|
+$25.4K
|
+1,401
|
+11%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$224K
|
+$20.9K
|
+1,154
|
+10%
|
|
