|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$14M
|
+$1.09M
|
+91,962
|
+8%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.24M
|
–
|
–
|
–
|
|
|
3
|
|
$3.47M
|
+$439K
|
+37,129
|
+15%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.13M
|
+$950K
|
+80,344
|
+81%
|
|
|
5
|
MGO One Seven
Beachwood,
Ohio
|
$1.94M
|
-$55.1K
|
-4,656
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.91M
|
-$20.8K
|
-1,760
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.46M
|
+$12K
|
+1,016
|
+0.8%
|
|
|
8
|
Smith Asset Management
Chiefland,
Florida
|
$1.18M
|
-$12.7K
|
-1,075
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$262K
|
+22,173
|
+33%
|
|
|
10
|
UMB Bank
Kansas City,
Missouri
|
$1.03M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.02M
|
+$116K
|
+9,810
|
+13%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$985K
|
+$7.39K
|
+625
|
+0.8%
|
|
|
13
|
Calamos Advisors
Naperville,
Illinois
|
$821K
|
+$199K
|
+16,821
|
+32%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$804K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$699K
|
-$30.8K
|
-2,605
|
-4%
|
|
|
16
|
1607 Capital Partners
Richmond,
Virginia
|
$672K
|
+$241K
|
+20,400
|
+56%
|
|
|
17
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$654K
|
+$769
|
+65
|
+0.1%
|
|
|
18
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$579K
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$553K
|
+$121K
|
+10,245
|
+28%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$463K
|
+$5K
|
+423
|
+1%
|
|
|
21
|
AQR Arbitrage
Greenwich,
Connecticut
|
$423K
|
-$297K
|
-25,081
|
-41%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$392K
|
-$5K
|
-423
|
-1%
|
|
|
23
|
Bridgewealth Advisory Group
Fresno,
California
|
$304K
|
-$25.3K
|
-2,143
|
-8%
|
|
|
24
|
Cary Street Partners
Richmond,
Virginia
|
$275K
|
+$101K
|
+8,500
|
+58%
|
|
|
25
|
LongView Wealth Management
Atlanta,
Georgia
|
$243K
|
–
|
–
|
–
|
|
