|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$10.6M
|
+$1.63M
|
+142,853
|
+19%
|
|
|
2
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.41M
|
+$87.3K
|
+7,666
|
+4%
|
|
|
3
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.75M
|
+$143K
|
+12,589
|
+9%
|
|
|
4
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.54M
|
+$26.6K
|
+2,338
|
+2%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$1.23M
|
+$122K
|
+10,700
|
+12%
|
|
|
6
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.07M
|
–
|
–
|
–
|
|
|
7
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$717K
|
-$98K
|
-8,600
|
-13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$591K
|
+$244K
|
+21,435
|
+78%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$486K
|
+$3.33K
|
+292
|
+0.7%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$366K
|
+$112K
|
+9,848
|
+48%
|
|
|
11
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$360K
|
+$340K
|
+29,885
|
New
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$358K
|
–
|
–
|
–
|
|
|
13
|
|
$341K
|
-$17.3K
|
-1,517
|
-5%
|
|
|
14
|
Aviance Capital Partners
Naples,
Florida
|
$335K
|
-$24.5K
|
-2,151
|
-7%
|
|
|
15
|
Martin Capital Partners
Eugene,
Oregon
|
$314K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$310K
|
+$27.5K
|
+2,411
|
+10%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$304K
|
+$16.6K
|
+1,460
|
+6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$279K
|
-$108K
|
-9,519
|
-29%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$276K
|
+$231K
|
+20,275
|
+771%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$250K
|
–
|
–
|
–
|
|
|
21
|
FMB Wealth Management
Westlake Village,
California
|
$239K
|
+$226K
|
+19,823
|
New
|
|
|
22
|
|
$213K
|
+$5.64K
|
+495
|
+3%
|
|
|
23
|
Landscape Capital Management
Englewood,
New Jersey
|
$207K
|
+$196K
|
+17,186
|
New
|
|
|
24
|
Emergent Wealth Advisors
Williamsville,
New York
|
$188K
|
+$178K
|
+15,588
|
New
|
|
|
25
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$181K
|
-$35.3K
|
-3,100
|
-17%
|
|
