|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$39.5M
|
+$2.98M
|
+609,940
|
+8%
|
|
|
2
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$15.7M
|
+$832K
|
+170,288
|
+6%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$12.6M
|
-$415K
|
-84,970
|
-3%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.21M
|
-$183K
|
-37,421
|
-2%
|
|
|
5
|
|
$5.99M
|
+$223K
|
+45,623
|
+4%
|
|
|
6
|
Northside Capital Management
Hood River,
Oregon
|
$5.17M
|
–
|
–
|
–
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$4.67M
|
-$141K
|
-28,852
|
-3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.27M
|
-$257K
|
-52,498
|
-6%
|
|
|
9
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.93M
|
+$589K
|
+120,465
|
+18%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.19M
|
-$125K
|
-25,628
|
-9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$897K
|
+$146K
|
+29,866
|
+19%
|
|
|
12
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$830K
|
+$31.9K
|
+6,527
|
+4%
|
|
|
13
|
Whipplewood Advisors
Littleton,
Colorado
|
$772K
|
+$774K
|
+158,266
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$468K
|
-$91.5K
|
-18,718
|
-16%
|
|
|
15
|
|
$343K
|
+$344K
|
+70,281
|
New
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$259K
|
-$70.4K
|
-14,396
|
-21%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$253K
|
–
|
–
|
–
|
|
|
18
|
Intellus Advisors
Naples,
Florida
|
$243K
|
+$13.9K
|
+2,836
|
+6%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$239K
|
-$1.96K
|
-400
|
-0.8%
|
|
|
20
|
RDA Financial Network
Akron,
Iowa
|
$224K
|
-$5.87K
|
-1,200
|
-3%
|
|
|
21
|
Cary Street Partners
Richmond,
Virginia
|
$221K
|
–
|
–
|
–
|
|
|
22
|
Transatlantique Private Wealth
New York
|
$218K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$210K
|
+$137K
|
+27,968
|
+185%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$205K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$204K
|
+$24.4K
|
+5,001
|
+14%
|
|
