|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$76.4M
|
+$3.29M
|
+213,817
|
+4%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$15.9M
|
+$298K
|
+19,349
|
+2%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$13.2M
|
+$2.29M
|
+148,364
|
+20%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$664K
|
+43,084
|
+7%
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$10.4M
|
–
|
–
|
–
|
|
|
6
|
|
$3.31M
|
+$192K
|
+12,433
|
+6%
|
|
|
7
|
|
$2.73M
|
+$48K
|
+3,115
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.47M
|
-$168K
|
-10,883
|
-6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.44M
|
-$16.8K
|
-1,091
|
-0.7%
|
|
|
10
|
Equitable Holdings
New York
|
$1.9M
|
+$68.9K
|
+4,468
|
+4%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$1.54M
|
+$658K
|
+42,685
|
+71%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.06M
|
-$4.33M
|
-281,173
|
-80%
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$896K
|
+$572K
|
+37,123
|
+166%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$872K
|
+$13K
|
+846
|
+1%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$758K
|
+$632
|
+41
|
+0.1%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$674K
|
+$8.74K
|
+567
|
+1%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$663K
|
+$53.9K
|
+3,500
|
+9%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$589K
|
-$34.8K
|
-2,256
|
-5%
|
|
|
19
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$572K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$412K
|
+$3.41K
|
+221
|
+0.8%
|
|
|
21
|
Decision Investments
San Diego,
California
|
$409K
|
+$26K
|
+1,684
|
+7%
|
|
|
22
|
Tolleson Wealth Management
Dallas,
Texas
|
$325K
|
–
|
–
|
–
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$322K
|
+$10.3K
|
+667
|
+3%
|
|
|
24
|
Evoke Wealth
Los Angeles,
California
|
$284K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$263K
|
-$968K
|
-62,832
|
-78%
|
|
