|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.25M
|
+$1.17M
|
+72,710
|
+27%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$3.64M
|
+$821K
|
+50,983
|
+28%
|
|
|
3
|
|
$3.27M
|
-$11.1K
|
-688
|
-0.3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
-$80K
|
-4,969
|
-3%
|
|
|
5
|
|
$2.27M
|
+$309K
|
+19,192
|
+15%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.18M
|
+$642K
|
+39,871
|
+39%
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$2.02M
|
+$309K
|
+19,200
|
+17%
|
|
|
8
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.79M
|
+$359K
|
+22,284
|
+24%
|
|
|
9
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.33M
|
-$531K
|
-32,949
|
-28%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
-$536K
|
-33,262
|
-29%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.12M
|
-$57.4K
|
-3,563
|
-5%
|
|
|
12
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.08M
|
-$606K
|
-37,644
|
-35%
|
|
|
13
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.03M
|
–
|
–
|
–
|
|
|
14
|
|
$1.01M
|
+$68.2K
|
+4,231
|
+7%
|
|
|
15
|
Whipplewood Advisors
Littleton,
Colorado
|
$884K
|
+$923K
|
+57,323
|
New
|
|
|
16
|
|
$839K
|
+$876K
|
+54,390
|
New
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$654K
|
+$683K
|
+42,369
|
New
|
|
|
18
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$645K
|
-$12.2K
|
-755
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$615K
|
-$72.7K
|
-4,511
|
-10%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$611K
|
-$6.38K
|
-396
|
-1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$481K
|
-$398K
|
-24,681
|
-44%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$433K
|
+$8.78K
|
+545
|
+2%
|
|
|
23
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$416K
|
–
|
–
|
–
|
|
|
24
|
Wolverine Asset Management
Chicago,
Illinois
|
$351K
|
+$366K
|
+22,723
|
New
|
|
|
25
|
SFI Advisors
Montclair,
New Jersey
|
$315K
|
+$329K
|
+20,441
|
New
|
|
