|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$33.3M
|
+$266K
|
+53,056
|
+0.8%
|
|
|
2
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$13.6M
|
+$14.2M
|
+2,835,435
|
New
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$10.6M
|
+$1.82M
|
+362,207
|
+20%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.88M
|
-$1.99M
|
-395,927
|
-19%
|
|
|
5
|
|
$5.52M
|
+$185K
|
+36,834
|
+3%
|
|
|
6
|
Northside Capital Management
Hood River,
Oregon
|
$5.21M
|
-$88.4K
|
-17,600
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.8M
|
+$632K
|
+125,801
|
+14%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$4.5M
|
+$4.7M
|
+935,885
|
New
|
|
|
9
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.53M
|
-$15.4K
|
-3,066
|
-0.6%
|
|
|
10
|
|
$1.92M
|
+$35.7K
|
+7,120
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.1M
|
-$61.8K
|
-12,310
|
-5%
|
|
|
12
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$825K
|
+$861K
|
+171,455
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$740K
|
+$52.7K
|
+10,487
|
+7%
|
|
|
14
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$713K
|
-$3.05K
|
-607
|
-0.4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$493K
|
+$74.2K
|
+14,777
|
+17%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$354K
|
-$26.6K
|
-5,306
|
-7%
|
|
|
17
|
Transform Wealth
Greenwood Village,
Colorado
|
$273K
|
+$273K
|
+54,448
|
New
|
|
|
18
|
Cary Street Partners
Richmond,
Virginia
|
$261K
|
+$272K
|
+54,268
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$257K
|
-$20.9K
|
-4,169
|
-7%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$247K
|
+$131K
|
+26,012
|
+103%
|
|
|
21
|
Institute for Wealth Management
Denver,
Colorado
|
$238K
|
-$12.3K
|
-2,446
|
-5%
|
|
|
22
|
RDA Financial Network
Akron,
Iowa
|
$228K
|
+$7.44K
|
+1,482
|
+3%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$224K
|
–
|
–
|
–
|
|
|
24
|
Intellus Advisors
Naples,
Florida
|
$221K
|
+$230K
|
+45,859
|
New
|
|
|
25
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$217K
|
-$71K
|
-14,134
|
-24%
|
|
