|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$17M
|
+$1.63M
|
+141,966
|
+11%
|
|
|
2
|
CIBC Bancorp USA
Chicago,
Illinois
|
$5.13M
|
–
|
–
|
–
|
|
|
3
|
|
$3.46M
|
-$61.8K
|
-5,379
|
-2%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.06M
|
+$65.5K
|
+5,697
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.84M
|
+$3.78K
|
+329
|
+0.2%
|
|
|
6
|
MGO One Seven
Beachwood,
Ohio
|
$1.64M
|
-$27.2K
|
-2,367
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.35M
|
+$38.5K
|
+3,349
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.27M
|
-$10.2K
|
-885
|
-0.8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
-$34.6K
|
-3,015
|
-3%
|
|
|
10
|
UMB Bank
Kansas City,
Missouri
|
$1M
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$994K
|
-$9.87K
|
-859
|
-1%
|
|
|
12
|
Smith Asset Management
Chiefland,
Florida
|
$845K
|
-$16K
|
-1,397
|
-2%
|
|
|
13
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$705K
|
+$696K
|
+60,582
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$685K
|
+$31.1K
|
+2,704
|
+5%
|
|
|
15
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$640K
|
–
|
–
|
–
|
|
|
16
|
1607 Capital Partners
Richmond,
Virginia
|
$570K
|
-$349K
|
-30,393
|
-38%
|
|
|
17
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$544K
|
-$13.8K
|
-1,200
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$499K
|
-$72.9K
|
-6,349
|
-13%
|
|
|
19
|
Calamos Advisors
Naperville,
Illinois
|
$478K
|
+$31.5K
|
+2,742
|
+7%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$428K
|
-$5.63K
|
-490
|
-1%
|
|
|
21
|
Guggenheim Capital
Chicago,
Illinois
|
$384K
|
+$2.53K
|
+220
|
+0.7%
|
|
|
22
|
Bridgewealth Advisory Group
Fresno,
California
|
$298K
|
–
|
–
|
–
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$270K
|
+$70.1K
|
+6,099
|
+36%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$263K
|
+$77.7K
|
+6,762
|
+43%
|
|
|
25
|
Cary Street Partners
Richmond,
Virginia
|
$234K
|
-$30.5K
|
-2,652
|
-12%
|
|
