|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$61.8M
|
+$2.38M
|
+874,479
|
+4%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$24M
|
-$1.27M
|
-468,018
|
-5%
|
|
|
3
|
Allspring Global Investments
Charlotte,
North Carolina
|
$21.4M
|
-$981K
|
-360,494
|
-4%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$15.1M
|
-$56.5K
|
-20,769
|
-0.4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$4.52M
|
+$450K
|
+165,244
|
+11%
|
|
|
6
|
|
$3.92M
|
+$83.1K
|
+30,529
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.05M
|
-$30.5K
|
-11,219
|
-1%
|
|
|
8
|
|
$3M
|
-$463K
|
-170,102
|
-13%
|
|
|
9
|
Equitable Holdings
New York
|
$1.16M
|
+$35.4K
|
+13,008
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.04M
|
+$71K
|
+26,074
|
+7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1,000K
|
+$304K
|
+111,801
|
+44%
|
|
|
12
|
Evoke Wealth
Los Angeles,
California
|
$884K
|
+$387K
|
+142,000
|
+78%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$692K
|
+$59.1K
|
+21,722
|
+9%
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$659K
|
+$42K
|
+15,444
|
+7%
|
|
|
15
|
Hara Capital
Bellevue,
Washington
|
$624K
|
-$74.3K
|
-27,300
|
-11%
|
|
|
16
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$613K
|
–
|
–
|
–
|
|
|
17
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$604K
|
+$615K
|
+225,853
|
New
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$573K
|
+$184K
|
+67,500
|
+47%
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
$479K
|
+$64.3K
|
+23,605
|
+15%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$398K
|
-$184K
|
-67,700
|
-32%
|
|
|
21
|
Landscape Capital Management
Englewood,
New Jersey
|
$377K
|
-$682K
|
-250,625
|
-64%
|
|
|
22
|
Tolleson Wealth Management
Dallas,
Texas
|
$353K
|
-$10.6K
|
-3,909
|
-3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$330K
|
+$43.6K
|
+16,028
|
+15%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$314K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$279K
|
+$30.3K
|
+11,148
|
+12%
|
|
