|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$46.5M
|
+$6.64M
|
+1,345,313
|
+17%
|
|
|
2
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$14.8M
|
-$1.02M
|
-207,000
|
-6%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$11.7M
|
-$1.03M
|
-207,900
|
-8%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.68M
|
-$585K
|
-118,480
|
-8%
|
|
|
5
|
|
$6.15M
|
+$112K
|
+22,650
|
+2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$4.62M
|
-$88.4K
|
-17,908
|
-2%
|
|
|
7
|
Northside Capital Management
Hood River,
Oregon
|
$4.46M
|
-$754K
|
-152,687
|
-14%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.02M
|
-$289K
|
-58,589
|
-7%
|
|
|
9
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.43M
|
-$530K
|
-107,417
|
-13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
+$109K
|
+22,020
|
+9%
|
|
|
11
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$858K
|
+$21K
|
+4,252
|
+2%
|
|
|
12
|
Whipplewood Advisors
Littleton,
Colorado
|
$785K
|
+$6.43K
|
+1,302
|
+0.8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$772K
|
-$133K
|
-27,004
|
-15%
|
|
|
14
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$711K
|
+$714K
|
+144,525
|
New
|
|
|
15
|
Seven Mile Advisory
Ewing,
New Jersey
|
$530K
|
+$532K
|
+107,700
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$476K
|
+$30
|
+6
|
+0%
|
|
|
17
|
Intellus Advisors
Naples,
Florida
|
$338K
|
+$94K
|
+19,042
|
+38%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$306K
|
+$51.2K
|
+10,373
|
+20%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$241K
|
–
|
–
|
–
|
|
|
20
|
Hara Capital
Bellevue,
Washington
|
$223K
|
+$54.8K
|
+11,091
|
+32%
|
|
|
21
|
Cary Street Partners
Richmond,
Virginia
|
$223K
|
–
|
–
|
–
|
|
|
22
|
RDA Financial Network
Akron,
Iowa
|
$216K
|
-$9.43K
|
-1,909
|
-4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$207K
|
-$4.78K
|
-968
|
-2%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$207K
|
+$1.36K
|
+275
|
+0.7%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$206K
|
–
|
–
|
–
|
|
