|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$50.4M
|
+$3.78M
|
+766,863
|
+8%
|
|
|
2
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$16M
|
+$1.14M
|
+231,451
|
+8%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$9.67M
|
-$2.07M
|
-420,646
|
-18%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.26M
|
+$7.23M
|
+1,468,362
|
New
|
|
|
5
|
|
$6.49M
|
+$305K
|
+61,918
|
+5%
|
|
|
6
|
Diversified Management
Milwaukee,
Wisconsin
|
$5M
|
+$4.99M
|
+1,012,610
|
New
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$4.88M
|
+$234K
|
+47,595
|
+5%
|
|
|
8
|
Northside Capital Management
Hood River,
Oregon
|
$4.48M
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.01M
|
-$21.8K
|
-4,432
|
-0.5%
|
|
|
10
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.3M
|
-$150K
|
-30,428
|
-4%
|
|
|
11
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.78M
|
+$1.78M
|
+360,738
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.05M
|
-$269K
|
-54,705
|
-21%
|
|
|
13
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.03M
|
+$171K
|
+34,639
|
+20%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$814K
|
+$39.3K
|
+7,970
|
+5%
|
|
|
15
|
Whipplewood Advisors
Littleton,
Colorado
|
$797K
|
+$9.19K
|
+1,866
|
+1%
|
|
|
16
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$706K
|
-$8.3K
|
-1,686
|
-1%
|
|
|
17
|
Seven Mile Advisory
Ewing,
New Jersey
|
$568K
|
+$35.9K
|
+7,297
|
+7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$472K
|
-$1.6K
|
-325
|
-0.3%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$384K
|
+$226K
|
+45,900
|
+144%
|
|
|
20
|
Intellus Advisors
Naples,
Florida
|
$374K
|
+$33.9K
|
+6,874
|
+10%
|
|
|
21
|
Hara Capital
Bellevue,
Washington
|
$366K
|
+$132K
|
+26,900
|
+59%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$321K
|
+$13.6K
|
+2,757
|
+4%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$246K
|
+$38.4K
|
+7,795
|
+19%
|
|
|
24
|
RDA Financial Network
Akron,
Iowa
|
$219K
|
+$1.97K
|
+400
|
+0.9%
|
|
|
25
|
Cary Street Partners
Richmond,
Virginia
|
$210K
|
-$13.3K
|
-2,700
|
-6%
|
|
