|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.33M
|
-$335K
|
-23,975
|
-13%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.47M
|
+$339K
|
+24,282
|
+31%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.45M
|
+$23.9K
|
+1,708
|
+2%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.15M
|
-$3.2M
|
-229,101
|
-74%
|
|
|
5
|
|
$1.12M
|
+$173K
|
+12,382
|
+19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$908K
|
+$366K
|
+26,171
|
+71%
|
|
|
7
|
|
$477K
|
+$7.31K
|
+523
|
+2%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$377K
|
-$16.9K
|
-1,210
|
-4%
|
|
|
9
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$300K
|
–
|
–
|
–
|
|
|
10
|
Ranch Capital Advisors
Sarasota,
Florida
|
$289K
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$269K
|
+$82.7K
|
+5,916
|
+46%
|
|
|
12
|
Wolverine Asset Management
Chicago,
Illinois
|
$223K
|
+$46.9K
|
+3,354
|
+27%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$161K
|
+$126
|
+9
|
+0.1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$149K
|
-$97.4K
|
-6,968
|
-40%
|
|
|
15
|
Bank of New York Mellon
New York
|
$146K
|
+$142K
|
+10,185
|
New
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$143K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$117K
|
–
|
–
|
–
|
|
|
18
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$94K
|
+$90.8K
|
+6,500
|
New
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$153K
|
-11,156
|
Closed
|
|
