|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$58.7M
|
+$2.49M
|
+155,348
|
+4%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$27.1M
|
-$134K
|
-8,372
|
-0.5%
|
|
|
3
|
Allspring Global Investments
Charlotte,
North Carolina
|
$22M
|
–
|
–
|
–
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$13.6M
|
-$127K
|
-7,920
|
-0.9%
|
|
|
5
|
|
$3.81M
|
-$832K
|
-52,002
|
-18%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$3.72M
|
+$1.14M
|
+71,239
|
+45%
|
|
|
7
|
|
$3.43M
|
+$333K
|
+20,807
|
+11%
|
|
|
8
|
Significant Wealth Partners
Cary,
Illinois
|
$1.46M
|
+$1.46M
|
+91,008
|
New
|
|
|
9
|
Equitable Holdings
New York
|
$1.11M
|
+$151K
|
+9,404
|
+16%
|
|
|
10
|
Hara Capital
Bellevue,
Washington
|
$1.03M
|
+$1.02M
|
+64,032
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$938K
|
-$41.3K
|
-2,578
|
-4%
|
|
|
12
|
Relative Value Partners Group
|
$835K
|
+$31.3K
|
+1,958
|
+4%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$695K
|
+$21.1K
|
+1,317
|
+3%
|
|
|
14
|
Transform Wealth
Greenwood Village,
Colorado
|
$645K
|
+$8.28K
|
+517
|
+1%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$608K
|
+$41.5K
|
+2,591
|
+7%
|
|
|
16
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$576K
|
+$4.96K
|
+310
|
+0.9%
|
|
|
17
|
Landscape Capital Management
Englewood,
New Jersey
|
$446K
|
+$444K
|
+27,760
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$429K
|
-$76.2K
|
-4,762
|
-15%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$404K
|
-$1.81M
|
-113,037
|
-82%
|
|
|
20
|
Tolleson Wealth Management
Dallas,
Texas
|
$351K
|
+$349K
|
+21,806
|
New
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$343K
|
-$6.66K
|
-416
|
-2%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$307K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$283K
|
+$115K
|
+7,198
|
+69%
|
|
|
24
|
Oppenheimer & Co
New York
|
$265K
|
–
|
–
|
–
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$264K
|
-$14.6K
|
-913
|
-5%
|
|
