|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.61M
|
+$599K
|
+65,415
|
+12%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.02M
|
–
|
–
|
–
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.24M
|
+$470K
|
+51,349
|
+27%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$1.73M
|
-$43.7K
|
-4,766
|
-2%
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$1.57M
|
–
|
–
|
–
|
|
|
6
|
|
$1.25M
|
-$6.83K
|
-746
|
-0.5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
+$150K
|
+16,321
|
+14%
|
|
|
8
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$1M
|
–
|
–
|
–
|
|
|
9
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$938K
|
+$164K
|
+17,938
|
+21%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$640K
|
-$69.3K
|
-7,566
|
-10%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$586K
|
-$18.5K
|
-2,022
|
-3%
|
|
|
12
|
Summit X LLC
Chesterfield,
Missouri
|
$576K
|
-$71.7K
|
-7,825
|
-11%
|
|
|
13
|
Napa Wealth Management
Napa,
California
|
$513K
|
-$62.6K
|
-6,838
|
-11%
|
|
|
14
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$473K
|
-$71.3K
|
-7,786
|
-13%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$406K
|
+$94.8K
|
+10,346
|
+31%
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$360K
|
–
|
–
|
–
|
|
|
17
|
|
$343K
|
+$226K
|
+24,633
|
+196%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$330K
|
-$126K
|
-13,785
|
-28%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$288K
|
+$286K
|
+31,196
|
New
|
|
|
20
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$272K
|
–
|
–
|
–
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$262K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$248K
|
+$16.5K
|
+1,800
|
+7%
|
|
|
23
|
AQR Arbitrage
Greenwich,
Connecticut
|
$237K
|
-$143K
|
-15,594
|
-38%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$201K
|
–
|
–
|
–
|
|
|
25
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$185K
|
-$62.5K
|
-6,825
|
-25%
|
|
