|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$45.6M
|
-$728K
|
-196,862
|
-2%
|
|
|
2
|
Centaurus Financial
Anaheim,
California
|
$32.5M
|
+$7.74M
|
+2,094,537
|
+32%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
-$402K
|
-108,901
|
-2%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$10.7M
|
-$8.75M
|
-2,367,100
|
-45%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$10.2M
|
-$3.19M
|
-863,706
|
-24%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.6M
|
+$3.66M
|
+991,141
|
+128%
|
|
|
7
|
|
$5.3M
|
+$1.08M
|
+291,862
|
+26%
|
|
|
8
|
|
$3.79M
|
-$242K
|
-65,588
|
-6%
|
|
|
9
|
Evoke Wealth
Los Angeles,
California
|
$2.64M
|
+$148K
|
+40,000
|
+6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.81M
|
+$264K
|
+71,555
|
+17%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.35M
|
+$72.2K
|
+19,522
|
+6%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$991K
|
–
|
–
|
–
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$987K
|
+$132K
|
+35,582
|
+16%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$903K
|
+$517K
|
+139,997
|
+138%
|
|
|
15
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$686K
|
+$259K
|
+70,112
|
+62%
|
|
|
16
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$600K
|
+$593K
|
+160,319
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$572K
|
+$65.2K
|
+17,636
|
+13%
|
|
|
18
|
Advisors Asset Management
Monument,
Colorado
|
$527K
|
-$13K
|
-3,510
|
-2%
|
|
|
19
|
Penbrook Management
New York
|
$443K
|
-$3.7K
|
-1,000
|
-0.8%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$397K
|
+$95.4K
|
+25,816
|
+32%
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$342K
|
-$86.7K
|
-23,461
|
-20%
|
|
|
22
|
Oppenheimer & Co
New York
|
$341K
|
+$1.97K
|
+532
|
+0.6%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$321K
|
+$1.44K
|
+389
|
+0.5%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$267K
|
–
|
–
|
–
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$232K
|
+$43.3K
|
+11,720
|
+23%
|
|
