|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$74.9M
|
+$735K
|
+223,036
|
+1%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$3.47M
|
+$1.6M
|
+486,262
|
+84%
|
|
|
3
|
Allspring Global Investments
Charlotte,
North Carolina
|
$2.33M
|
-$37.1K
|
-11,258
|
-2%
|
|
|
4
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$954K
|
+$85.7K
|
+26,024
|
+10%
|
|
|
5
|
Essential Planning
Portsmouth,
New Hampshire
|
$676K
|
+$676K
|
+205,205
|
New
|
|
|
6
|
|
$626K
|
-$15.1K
|
-4,593
|
-2%
|
|
|
7
|
Gill Capital Partners
Denver,
Colorado
|
$570K
|
-$15.5K
|
-4,712
|
-3%
|
|
|
8
|
Transform Wealth
Greenwood Village,
Colorado
|
$555K
|
+$558K
|
+169,225
|
New
|
|
|
9
|
Penbrook Management
New York
|
$485K
|
–
|
–
|
–
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$445K
|
+$794
|
+241
|
+0.2%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$351K
|
-$26.7K
|
-8,117
|
-7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$272K
|
-$7.32K
|
-2,223
|
-3%
|
|
|
13
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$266K
|
+$24.7K
|
+7,500
|
+10%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$236K
|
+$239K
|
+72,461
|
New
|
|
|
15
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$216K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$203K
|
+$751
|
+228
|
+0.4%
|
|
|
17
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$193K
|
+$195K
|
+59,134
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$190K
|
+$165K
|
+50,163
|
+628%
|
|
|
19
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$172K
|
+$14.7K
|
+4,464
|
+9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$166K
|
+$13K
|
+3,948
|
+8%
|
|
|
21
|
PVG Asset Management
Golden,
Colorado
|
$150K
|
+$152K
|
+46,087
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$142K
|
+$1.18K
|
+357
|
+0.8%
|
|
|
23
|
HUB Investment Partners
Austin,
Texas
|
$134K
|
+$497
|
+151
|
+0.4%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$132K
|
+$25.4K
|
+7,700
|
+23%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$103K
|
+$104K
|
+31,632
|
New
|
|
