|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$14M
|
+$1.24M
|
+76,622
|
+10%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$13M
|
+$5.24M
|
+322,900
|
+67%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.47M
|
+$364K
|
+22,415
|
+9%
|
|
|
4
|
|
$3.69M
|
+$121K
|
+7,475
|
+3%
|
|
|
5
|
|
$3.14M
|
-$421K
|
-25,956
|
-12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.55M
|
-$273K
|
-16,822
|
-15%
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.45M
|
+$549K
|
+33,832
|
+61%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.13M
|
-$377K
|
-23,207
|
-25%
|
|
|
9
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.1M
|
+$212K
|
+13,048
|
+24%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$885K
|
-$10.9K
|
-674
|
-1%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$852K
|
-$264K
|
-16,281
|
-24%
|
|
|
12
|
Greytown Advisors
Miami,
Florida
|
$841K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$827K
|
-$264K
|
-16,286
|
-24%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$699K
|
+$13.5K
|
+834
|
+2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$665K
|
+$44.6K
|
+2,748
|
+7%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$640K
|
–
|
–
|
–
|
|
|
17
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$432K
|
-$37.3K
|
-2,300
|
-8%
|
|
|
18
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$350K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$340K
|
-$13.1K
|
-806
|
-4%
|
|
|
20
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$276K
|
+$33K
|
+2,035
|
+14%
|
|
|
21
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$270K
|
+$270K
|
+16,620
|
New
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$250K
|
+$249K
|
+15,347
|
New
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$208K
|
+$24.4K
|
+1,504
|
+13%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$180K
|
+$180K
|
+11,086
|
New
|
|
|
25
|
Americana Partners
Houston,
Texas
|
$165K
|
+$166K
|
+10,200
|
New
|
|
