|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$12.9M
|
+$931K
|
+117,018
|
+7%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$3.53M
|
+$1.47M
|
+184,501
|
+66%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$1.98M
|
-$700K
|
-87,915
|
-25%
|
|
|
4
|
|
$1.91M
|
-$112K
|
-14,011
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.51M
|
+$102K
|
+12,771
|
+7%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1.48M
|
+$1.54M
|
+193,765
|
New
|
|
|
7
|
CoreCap Advisors
Southfield,
Michigan
|
$985K
|
+$82.6K
|
+10,375
|
+9%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$816K
|
-$68.5K
|
-8,611
|
-7%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$811K
|
+$286K
|
+35,935
|
+51%
|
|
|
10
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$720K
|
-$43.6K
|
-5,474
|
-5%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$657K
|
-$39.9K
|
-5,010
|
-6%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$638K
|
-$32.6K
|
-4,100
|
-5%
|
|
|
13
|
Matisse Capital
Portland,
Oregon
|
$545K
|
-$45.6K
|
-5,727
|
-7%
|
|
|
14
|
SeaCrest Wealth Management
Purchase,
New York
|
$368K
|
+$46.3K
|
+5,819
|
+14%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$350K
|
-$13.2K
|
-1,655
|
-3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$282K
|
+$166K
|
+20,823
|
+129%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$262K
|
+$273K
|
+34,302
|
New
|
|
|
18
|
Claro Advisors
Boston,
Massachusetts
|
$243K
|
-$61.2K
|
-7,684
|
-19%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$229K
|
+$101K
|
+12,677
|
+73%
|
|
|
20
|
Moors & Cabot
Boston,
Massachusetts
|
$172K
|
–
|
–
|
–
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$153K
|
+$159K
|
+19,976
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$150K
|
+$156K
|
+19,609
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$147K
|
-$133K
|
-16,706
|
-46%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$121K
|
–
|
–
|
–
|
|
|
25
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$108K
|
+$113K
|
+14,200
|
New
|
|
