|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$36.4M
|
+$2.77M
|
+570,125
|
+8%
|
|
|
2
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$14.8M
|
+$1.01M
|
+207,300
|
+7%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$13M
|
+$2.27M
|
+467,821
|
+21%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.36M
|
-$603K
|
-124,228
|
-8%
|
|
|
5
|
|
$5.75M
|
+$171K
|
+35,194
|
+3%
|
|
|
6
|
Northside Capital Management
Hood River,
Oregon
|
$5.15M
|
-$121K
|
-25,000
|
-2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$4.79M
|
+$244K
|
+50,274
|
+5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.51M
|
-$337K
|
-69,338
|
-7%
|
|
|
9
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.33M
|
+$775K
|
+159,643
|
+30%
|
|
|
10
|
|
$1.95M
|
+$15.7K
|
+3,225
|
+0.8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
+$204K
|
+42,000
|
+18%
|
|
|
12
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$834K
|
+$350
|
+72
|
+0%
|
|
|
13
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$795K
|
+$74.4K
|
+15,331
|
+10%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$748K
|
+$335
|
+69
|
+0%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$557K
|
+$59K
|
+12,162
|
+12%
|
|
|
16
|
IEQ Capital
Foster City,
California
|
$370K
|
+$369K
|
+76,049
|
New
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$328K
|
-$30.2K
|
-6,227
|
-8%
|
|
|
18
|
Transform Wealth
Greenwood Village,
Colorado
|
$268K
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$252K
|
-$7.89K
|
-1,625
|
-3%
|
|
|
20
|
Institute for Wealth Management
Denver,
Colorado
|
$240K
|
–
|
–
|
–
|
|
|
21
|
RDA Financial Network
Akron,
Iowa
|
$229K
|
-$2.04K
|
-420
|
-0.9%
|
|
|
22
|
Intellus Advisors
Naples,
Florida
|
$228K
|
+$5.14K
|
+1,059
|
+2%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$225K
|
–
|
–
|
–
|
|
|
24
|
Cary Street Partners
Richmond,
Virginia
|
$220K
|
-$43.6K
|
-8,974
|
-17%
|
|
|
25
|
Transatlantique Private Wealth
New York
|
$217K
|
+$25.4K
|
+5,240
|
+13%
|
|
