|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$14.9M
|
+$2.74M
|
+174,200
|
+20%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$12.4M
|
+$891K
|
+56,600
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.07M
|
+$1.21M
|
+76,671
|
+28%
|
|
|
4
|
|
$3.16M
|
-$118K
|
-7,504
|
-3%
|
|
|
5
|
|
$2.7M
|
-$95K
|
-6,034
|
-3%
|
|
|
6
|
Allspring Global Investments
Charlotte,
North Carolina
|
$2.13M
|
+$924K
|
+58,654
|
+66%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.38M
|
+$6.32K
|
+401
|
+0.4%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$969K
|
-$2.46K
|
-156
|
-0.2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$932K
|
+$409K
|
+25,965
|
+64%
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$748K
|
-$7.87K
|
-500
|
-1%
|
|
|
11
|
Greytown Advisors
Miami,
Florida
|
$745K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$730K
|
-$58K
|
-3,682
|
-7%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$727K
|
-$299K
|
-18,986
|
-27%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$710K
|
+$99.3K
|
+6,305
|
+15%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$586K
|
-$160K
|
-10,163
|
-20%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$409K
|
-$173K
|
-10,956
|
-28%
|
|
|
17
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$369K
|
-$15K
|
-950
|
-4%
|
|
|
18
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$310K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$279K
|
-$23.6K
|
-1,500
|
-7%
|
|
|
20
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$254K
|
+$9.59K
|
+609
|
+4%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$253K
|
+$34.6K
|
+2,200
|
+14%
|
|
|
22
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$210K
|
+$54.9K
|
+3,488
|
+31%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$189K
|
+$4.79K
|
+304
|
+2%
|
|
|
25
|
Americana Partners
Houston,
Texas
|
$146K
|
–
|
–
|
–
|
|
