|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$36.6M
|
-$1.61M
|
-355,044
|
-4%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$5.46M
|
-$2.5M
|
-550,300
|
-32%
|
|
|
3
|
|
$2.75M
|
+$149K
|
+32,917
|
+6%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$893K
|
+$882K
|
+194,450
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$879K
|
-$364K
|
-80,182
|
-30%
|
|
|
6
|
Penbrook Management
New York
|
$785K
|
–
|
–
|
–
|
|
|
7
|
|
$730K
|
+$8.32K
|
+1,833
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$628K
|
-$35.8K
|
-7,882
|
-5%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$484K
|
-$154K
|
-33,851
|
-24%
|
|
|
10
|
Landscape Capital Management
Englewood,
New Jersey
|
$467K
|
-$293K
|
-64,685
|
-39%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$390K
|
-$18.9K
|
-4,155
|
-5%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$353K
|
+$70.8K
|
+15,606
|
+25%
|
|
|
13
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$333K
|
+$5.09K
|
+1,121
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$318K
|
+$13.2K
|
+2,915
|
+4%
|
|
|
15
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$304K
|
–
|
–
|
–
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$186K
|
-$19.5K
|
-4,295
|
-10%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$168K
|
+$84.7K
|
+18,678
|
+104%
|
|
|
18
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$150K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$142K
|
-$885
|
-195
|
-0.6%
|
|
|
20
|
Capital Wealth Planning
Naples,
Florida
|
$130K
|
+$129K
|
+28,400
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$119K
|
-$27
|
-6
|
-0%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$112K
|
-$78.4K
|
-17,270
|
-41%
|
|
|
23
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
24
|
9258 Wealth Management
Blue Ash,
Ohio
|
$85K
|
-$17K
|
-3,750
|
-17%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$83K
|
–
|
–
|
–
|
|
