|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.72M
|
-$195K
|
-4,149
|
-3%
|
|
|
2
|
Advisor Group
Phoenix,
Arizona
|
$4.99M
|
-$396K
|
-8,441
|
-7%
|
|
|
3
|
|
$3.94M
|
+$430K
|
+9,173
|
+12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.1M
|
+$35.1K
|
+749
|
+2%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.33M
|
+$1.31M
|
+27,874
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$795K
|
-$2.25K
|
-48
|
-0.3%
|
|
|
7
|
|
$594K
|
-$31.6K
|
-674
|
-5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$446K
|
+$18.4K
|
+393
|
+4%
|
|
|
9
|
Cardan Capital Partners
Denver,
Colorado
|
$443K
|
+$124K
|
+2,639
|
+40%
|
|
|
10
|
Matisse Capital
Portland,
Oregon
|
$378K
|
-$304K
|
-6,473
|
-45%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$333K
|
+$328K
|
+6,996
|
New
|
|
|
12
|
CWA Asset Management Group
Naples,
Florida
|
$272K
|
+$10.8K
|
+230
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$241K
|
-$26.3K
|
-561
|
-10%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$149K
|
+$146K
|
+3,117
|
New
|
|
|
15
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$101K
|
–
|
–
|
–
|
|
|
16
|
Squar Milner Financial Services
Irvine,
California
|
$60K
|
+$58.7K
|
+1,250
|
New
|
|
|
17
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$60K
|
+$59.3K
|
+1,263
|
New
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$46K
|
+$45.8K
|
+976
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$13K
|
–
|
–
|
–
|
|
|
21
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Centaurus Financial
Anaheim,
California
|
$5K
|
+$5.26K
|
+112
|
New
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$119K
|
-2,850
|
Closed
|
|
