|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$17.2M
|
+$880K
|
+58,270
|
+6%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$12.6M
|
-$851K
|
-56,360
|
-7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.46M
|
-$1.02M
|
-67,618
|
-19%
|
|
|
4
|
|
$3.55M
|
+$115K
|
+7,624
|
+3%
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$2.57M
|
+$247K
|
+16,365
|
+11%
|
|
|
6
|
|
$2.12M
|
-$789K
|
-52,259
|
-28%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
-$98.6K
|
-6,528
|
-7%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.11M
|
+$57.7K
|
+3,821
|
+6%
|
|
|
9
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$902K
|
+$868K
|
+57,522
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$837K
|
+$40.9K
|
+2,709
|
+5%
|
|
|
11
|
Greytown Advisors
Miami,
Florida
|
$811K
|
–
|
–
|
–
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$804K
|
-$9.92K
|
-657
|
-1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$780K
|
+$137K
|
+9,057
|
+22%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$763K
|
-$27.5K
|
-1,823
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$614K
|
-$153K
|
-10,141
|
-21%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$561K
|
-$468K
|
-31,018
|
-46%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$503K
|
+$484K
|
+32,089
|
New
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$479K
|
+$196K
|
+13,003
|
+74%
|
|
|
19
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$373K
|
-$27.4K
|
-1,815
|
-7%
|
|
|
20
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$337K
|
–
|
–
|
–
|
|
|
21
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$307K
|
+$296K
|
+19,596
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$304K
|
–
|
–
|
–
|
|
|
23
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$213K
|
+$34.8K
|
+2,306
|
+18%
|
|
|
25
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$202K
|
-$71.7K
|
-4,750
|
-27%
|
|
