|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.24M
|
+$59.6K
|
+3,968
|
+1%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$1.5M
|
-$133K
|
-8,828
|
-8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$904K
|
-$1.64M
|
-109,104
|
-65%
|
|
|
4
|
Raymond James Trust
St. Petersburg,
Florida
|
$514K
|
+$99.1K
|
+6,600
|
+25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$510K
|
+$104K
|
+6,900
|
+27%
|
|
|
6
|
|
$506K
|
+$197K
|
+13,148
|
+68%
|
|
|
7
|
Tradewinds Capital Management
Bellingham,
Washington
|
$477K
|
-$75.9K
|
-5,058
|
-14%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$427K
|
+$7.19K
|
+479
|
+2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
11
|
Oxbow Advisors
Austin,
Texas
|
$171K
|
-$50.8K
|
-3,386
|
-24%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$156K
|
–
|
–
|
–
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$107K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$99K
|
+$22.5K
|
+1,501
|
+31%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$51K
|
+$49.5K
|
+3,300
|
New
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$18K
|
-$4.02K
|
-268
|
-19%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
18
|
Klingman & Associates
New York
|
$16K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$13K
|
–
|
–
|
–
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
+$12K
|
+796
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$11K
|
+$10.1K
|
+675
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$907K
|
-62,192
|
Closed
|
|
|
24
|
|
–
|
-$608K
|
-41,674
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$269K
|
-18,272
|
Closed
|
|
