|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.39M
|
+$265K
|
+16,990
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$555K
|
-$336K
|
-21,538
|
-37%
|
|
|
3
|
|
$507K
|
+$12.2K
|
+783
|
+2%
|
|
|
4
|
Raymond James Trust
St. Petersburg,
Florida
|
$504K
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$460K
|
-$39.9K
|
-2,560
|
-8%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$444K
|
+$26.7K
|
+1,711
|
+6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$204K
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$200K
|
–
|
–
|
–
|
|
|
9
|
Oxbow Advisors
Austin,
Texas
|
$167K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$160K
|
+$166K
|
+10,642
|
New
|
|
|
11
|
Doliver Advisors
Houston,
Texas
|
$159K
|
+$162K
|
+10,373
|
New
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$153K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$151K
|
+$55.3K
|
+3,549
|
+56%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$104K
|
–
|
–
|
–
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$50K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
17
|
Klingman & Associates
New York
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$13K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
+$171
|
+11
|
+1%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
22
|
Tradewinds Capital Management
Bellingham,
Washington
|
$5K
|
-$471K
|
-30,241
|
-99%
|
|
|
23
|
Advisors Asset Management
Monument,
Colorado
|
–
|
-$1.5M
|
-96,214
|
Closed
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$18K
|
-1,154
|
Closed
|
|
