|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.19M
|
+$546K
|
+61,115
|
+10%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.44M
|
–
|
–
|
–
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.29M
|
+$38.4K
|
+4,305
|
+2%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$1.75M
|
+$11.1K
|
+1,245
|
+0.7%
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$1.58M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28M
|
+$54.1K
|
+6,058
|
+5%
|
|
|
7
|
|
$1.03M
|
-$218K
|
-24,444
|
-18%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$714K
|
+$122K
|
+13,701
|
+22%
|
|
|
9
|
Mustico Financial Group
Elmira,
New York
|
$702K
|
+$675K
|
+75,568
|
New
|
|
|
10
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$700K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$610K
|
-$30.8K
|
-3,447
|
-5%
|
|
|
12
|
Summit X LLC
Chesterfield,
Missouri
|
$528K
|
-$47.5K
|
-5,320
|
-9%
|
|
|
13
|
Napa Wealth Management
Napa,
California
|
$509K
|
-$4.73K
|
-530
|
-1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$431K
|
+$95.6K
|
+10,712
|
+30%
|
|
|
15
|
|
$403K
|
+$56.9K
|
+6,372
|
+17%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$397K
|
+$104K
|
+11,682
|
+37%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$393K
|
-$13.7K
|
-1,532
|
-3%
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$365K
|
+$352K
|
+39,431
|
New
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$361K
|
–
|
–
|
–
|
|
|
20
|
Smith Asset Management
Chiefland,
Florida
|
$298K
|
+$287K
|
+32,193
|
New
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$287K
|
+$24.2K
|
+2,709
|
+10%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$199K
|
-$2.91K
|
-326
|
-1%
|
|
|
23
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$188K
|
+$2.55K
|
+286
|
+1%
|
|
|
24
|
Catalina Capital Group
Torrance,
California
|
$174K
|
–
|
–
|
–
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$146K
|
+$223
|
+25
|
+0.2%
|
|
