|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$8.4M
|
-$158K
|
-7,861
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.29M
|
-$643K
|
-32,086
|
-9%
|
|
|
3
|
|
$4.75M
|
-$929K
|
-46,367
|
-16%
|
|
|
4
|
|
$3.13M
|
+$368K
|
+18,381
|
+13%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.42M
|
+$93K
|
+4,643
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.16M
|
-$261K
|
-13,050
|
-11%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.86M
|
+$29.7K
|
+1,482
|
+2%
|
|
|
8
|
Greytown Advisors
Miami,
Florida
|
$1.28M
|
+$1.29M
|
+64,254
|
New
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.27M
|
-$106K
|
-5,304
|
-8%
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$1.06M
|
+$1.06M
|
+53,048
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
+$52.8K
|
+2,634
|
+5%
|
|
|
12
|
Access Financial Services
Minneapolis,
Minnesota
|
$974K
|
+$6.15K
|
+307
|
+0.6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$867K
|
+$341
|
+17
|
+0%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$690K
|
+$27.3K
|
+1,362
|
+4%
|
|
|
15
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$587K
|
+$589K
|
+29,382
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$522K
|
+$3.61K
|
+180
|
+0.7%
|
|
|
17
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$468K
|
-$20K
|
-1,000
|
-4%
|
|
|
18
|
MA Private Wealth
San Carlos,
California
|
$451K
|
+$10.8K
|
+537
|
+2%
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$426K
|
+$428K
|
+21,353
|
New
|
|
|
20
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$345K
|
–
|
–
|
–
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
$343K
|
-$403K
|
-20,120
|
-54%
|
|
|
22
|
International Assets Investment Management
Orlando,
Florida
|
$295K
|
+$208K
|
+10,365
|
+255%
|
|
|
23
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$291K
|
+$333K
|
+16,620
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$274K
|
-$70.8K
|
-3,534
|
-20%
|
|
|
25
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
