|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$13M
|
+$5.97M
|
+516,162
|
+91%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.31M
|
–
|
–
|
–
|
|
|
3
|
|
$3.07M
|
+$73.2K
|
+6,329
|
+3%
|
|
|
4
|
MGO One Seven
Beachwood,
Ohio
|
$2.02M
|
+$1.95M
|
+168,292
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.96M
|
+$97.7K
|
+8,450
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.47M
|
-$107K
|
-9,292
|
-7%
|
|
|
7
|
Smith Asset Management
Chiefland,
Florida
|
$1.21M
|
+$357K
|
+30,861
|
+41%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.2M
|
+$1.15M
|
+99,494
|
New
|
|
|
9
|
UMB Bank
Kansas City,
Missouri
|
$1.04M
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$951K
|
-$85.2K
|
-7,369
|
-8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$913K
|
+$96.3K
|
+8,332
|
+12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$810K
|
+$296K
|
+25,601
|
+61%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$804K
|
+$12.4K
|
+1,069
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$739K
|
-$66.2K
|
-5,724
|
-9%
|
|
|
15
|
AQR Arbitrage
Greenwich,
Connecticut
|
$729K
|
-$351K
|
-30,341
|
-33%
|
|
|
16
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$661K
|
–
|
–
|
–
|
|
|
17
|
Calamos Advisors
Naperville,
Illinois
|
$629K
|
+$605K
|
+52,338
|
New
|
|
|
18
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$579K
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$464K
|
-$33.7K
|
-2,913
|
-7%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$437K
|
-$1.63M
|
-141,008
|
-80%
|
|
|
21
|
1607 Capital Partners
Richmond,
Virginia
|
$435K
|
+$418K
|
+36,200
|
New
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$402K
|
-$18.5K
|
-1,604
|
-5%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$390K
|
+$376K
|
+32,487
|
New
|
|
|
24
|
Bridgewealth Advisory Group
Fresno,
California
|
$333K
|
–
|
–
|
–
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$313K
|
+$183K
|
+15,800
|
+155%
|
|
