|
1
|
|
$17.2M
|
+$553K
|
+116,326
|
+3%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.7M
|
+$1.01M
|
+213,088
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$943K
|
+198,492
|
+7%
|
|
|
4
|
KWMG LLC
Overland Park,
Kansas
|
$5.74M
|
-$297K
|
-62,472
|
-4%
|
|
|
5
|
Ancora Advisors
Cleveland,
Ohio
|
$2.87M
|
-$23.8K
|
-5,000
|
-0.6%
|
|
|
6
|
First Quadrant
Glendale,
California
|
$1.62M
|
+$144K
|
+30,228
|
+7%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$1.09M
|
+$1.42M
|
+298,650
|
New
|
|
|
8
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.08M
|
-$835K
|
-175,662
|
-37%
|
|
|
9
|
Sutton Wealth Advisors
Tampa,
Florida
|
$770K
|
-$418K
|
-88,029
|
-29%
|
|
|
10
|
Principal Financial Group
Des Moines,
Iowa
|
$497K
|
+$99.6K
|
+20,966
|
+18%
|
|
|
11
|
Centric Wealth Management
Chicago,
Illinois
|
$414K
|
-$13.2K
|
-2,787
|
-3%
|
|
|
12
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$397K
|
–
|
–
|
–
|
|
|
13
|
First National Trust
Hermitage,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$205K
|
+$202K
|
+42,461
|
+308%
|
|
|
15
|
Sepio Capital
Salt Lake City,
Utah
|
$189K
|
–
|
–
|
–
|
|
|
16
|
|
$188K
|
-$71.3K
|
-15,011
|
-23%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$164K
|
-$216K
|
-45,495
|
-50%
|
|
|
18
|
Davidson Trust Company
Seattle,
Washington
|
$135K
|
+$18.3K
|
+3,851
|
+12%
|
|
|
19
|
CPWM LLC
Seattle,
Washington
|
$125K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$124K
|
-$346K
|
-72,889
|
-68%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$108K
|
+$140K
|
+29,461
|
New
|
|
|
22
|
Two Sigma Securities
New York
|
$99K
|
+$62.5K
|
+13,161
|
+94%
|
|
|
23
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$93K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81K
|
-$14.9K
|
-3,128
|
-12%
|
|
|
25
|
Relative Value Partners Group
|
$80K
|
–
|
–
|
–
|
|
