|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.13M
|
–
|
–
|
–
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.22M
|
+$1.22M
|
+89,739
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$911K
|
+$677K
|
+49,677
|
+290%
|
|
|
4
|
|
$824K
|
+$106K
|
+7,759
|
+15%
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$810K
|
+$809K
|
+59,399
|
New
|
|
|
6
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$285K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$278K
|
+$36.2K
|
+2,660
|
+15%
|
|
|
8
|
Ranch Capital Advisors
Sarasota,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$268K
|
+$119K
|
+8,724
|
+80%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$255K
|
+$40.8K
|
+2,996
|
+19%
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$246K
|
+$1.92K
|
+141
|
+0.8%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$236K
|
-$10.9K
|
-802
|
-4%
|
|
|
13
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$211K
|
-$76K
|
-5,579
|
-27%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$198K
|
+$198K
|
+14,502
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$175K
|
+$6.2K
|
+455
|
+4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$144K
|
–
|
–
|
–
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$136K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$111K
|
+$47.7K
|
+3,500
|
+75%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
-$14.3K
|
-1,050
|
-78%
|
|
|
21
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$711K
|
-52,503
|
Closed
|
|
|
23
|
Mackay Shields LLC
New York
|
–
|
-$323K
|
-23,851
|
Closed
|
|
|
24
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$292K
|
-21,561
|
Closed
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$40K
|
-3,014
|
Closed
|
|
