|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.08M
|
+$170K
|
+12,020
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$743K
|
+$240K
|
+16,981
|
+47%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$651K
|
+$659K
|
+46,716
|
New
|
|
|
4
|
|
$524K
|
+$62.5K
|
+4,426
|
+13%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$342K
|
-$64.2K
|
-4,547
|
-16%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$340K
|
-$80.6K
|
-5,712
|
-19%
|
|
|
7
|
Raymond James Trust
St. Petersburg,
Florida
|
$287K
|
-$174K
|
-12,330
|
-37%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$211K
|
+$63K
|
+4,467
|
+42%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$186K
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$183K
|
–
|
–
|
–
|
|
|
11
|
Oxbow Advisors
Austin,
Texas
|
$153K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$145K
|
+$7.08K
|
+502
|
+5%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$139K
|
–
|
–
|
–
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$95K
|
–
|
–
|
–
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$49K
|
+$49.7K
|
+3,520
|
New
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$46K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$11K
|
+$226
|
+16
|
+2%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Glassman Wealth Services
Vienna,
Virginia
|
$8K
|
+$8.16K
|
+578
|
New
|
|
|
23
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Doliver Advisors
Houston,
Texas
|
–
|
-$159K
|
-10,373
|
Closed
|
|
|
25
|
Klingman & Associates
New York
|
–
|
-$15K
|
-1,000
|
Closed
|
|
