|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$77.6M
|
+$7.09M
|
+441,060
|
+10%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$19.8M
|
-$660K
|
-41,043
|
-3%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$12.4M
|
-$1.26M
|
-78,199
|
-9%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$11.2M
|
-$7.67M
|
-476,704
|
-41%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$8.66M
|
+$554K
|
+34,428
|
+7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.42M
|
-$124K
|
-7,718
|
-2%
|
|
|
7
|
|
$3.08M
|
+$76K
|
+4,723
|
+3%
|
|
|
8
|
|
$2.81M
|
-$201K
|
-12,495
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.76M
|
+$567K
|
+35,219
|
+26%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.41M
|
+$500K
|
+31,095
|
+26%
|
|
|
11
|
Equitable Holdings
New York
|
$1.56M
|
+$198K
|
+12,289
|
+15%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.45M
|
-$6.26K
|
-389
|
-0.4%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$901K
|
+$24.4K
|
+1,518
|
+3%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$844K
|
+$64.7K
|
+4,025
|
+8%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$818K
|
+$197K
|
+12,271
|
+32%
|
|
|
16
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$716K
|
+$54.5K
|
+3,386
|
+8%
|
|
|
17
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$611K
|
–
|
–
|
–
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$547K
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$542K
|
+$186K
|
+11,578
|
+52%
|
|
|
20
|
Evoke Wealth
Los Angeles,
California
|
$445K
|
-$434K
|
-27,000
|
-49%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$420K
|
+$255K
|
+15,862
|
+155%
|
|
|
22
|
Tolleson Wealth Management
Dallas,
Texas
|
$347K
|
–
|
–
|
–
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$322K
|
+$44.2K
|
+2,750
|
+16%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$316K
|
+$9.52K
|
+592
|
+3%
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
$231K
|
+$164K
|
+10,217
|
+245%
|
|
