|
1
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.3M
|
+$871K
|
+110,985
|
+9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.95M
|
+$464K
|
+59,164
|
+6%
|
|
|
3
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$7.8M
|
-$122K
|
-15,507
|
-2%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$7.54M
|
+$2.34M
|
+298,701
|
+44%
|
|
|
5
|
|
$4.49M
|
+$23.6K
|
+3,007
|
+0.5%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$3.74M
|
+$343K
|
+43,716
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.37M
|
+$440K
|
+56,087
|
+15%
|
|
|
8
|
Advisors Asset Management
Monument,
Colorado
|
$2.88M
|
-$16.4K
|
-2,085
|
-0.6%
|
|
|
9
|
Shaker Financial Services
Arlington,
Virginia
|
$1.47M
|
+$361K
|
+46,026
|
+32%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
+$63.6K
|
+8,095
|
+5%
|
|
|
11
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.39M
|
+$61.7K
|
+7,858
|
+5%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.26M
|
-$69.9K
|
-8,903
|
-5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.07M
|
+$45.4K
|
+5,781
|
+4%
|
|
|
14
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.06M
|
–
|
–
|
–
|
|
|
15
|
|
$1.02M
|
+$141K
|
+17,936
|
+16%
|
|
|
16
|
Park Avenue Securities
New York
|
$993K
|
+$56.4K
|
+7,183
|
+6%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$707K
|
-$25.5K
|
-3,254
|
-3%
|
|
|
18
|
Landscape Capital Management
Englewood,
New Jersey
|
$517K
|
-$403K
|
-51,391
|
-44%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$494K
|
-$21.1K
|
-2,687
|
-4%
|
|
|
20
|
|
$410K
|
-$172K
|
-21,945
|
-29%
|
|
|
21
|
Atomi Financial Group
New York
|
$301K
|
+$28.3K
|
+3,608
|
+10%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$300K
|
+$25.6K
|
+3,264
|
+9%
|
|
|
23
|
MRA Advisory Group
Parsippany,
New Jersey
|
$298K
|
+$1.77K
|
+225
|
+0.6%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$290K
|
+$294K
|
+37,430
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$273K
|
-$58.8K
|
-7,488
|
-18%
|
|
