|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.18M
|
-$334K
|
-29,502
|
-22%
|
|
|
2
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$822K
|
-$34.7K
|
-3,066
|
-4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$793K
|
+$18.1K
|
+1,602
|
+2%
|
|
|
4
|
Park Avenue Securities
New York
|
$733K
|
+$47K
|
+4,160
|
+7%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$724K
|
-$239K
|
-21,116
|
-24%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$551K
|
-$32.8K
|
-2,900
|
-5%
|
|
|
7
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$462K
|
-$40K
|
-3,537
|
-8%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$441K
|
-$64.9K
|
-5,739
|
-12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$363K
|
-$5.65K
|
-500
|
-1%
|
|
|
10
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$246K
|
–
|
–
|
–
|
|
|
11
|
|
$212K
|
+$47.7K
|
+4,219
|
+28%
|
|
|
12
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$200K
|
+$206K
|
+18,206
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$195K
|
+$158
|
+14
|
+0.1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$172K
|
-$24.4K
|
-2,156
|
-12%
|
|
|
15
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$139K
|
-$237
|
-21
|
-0.2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.4K
|
+$35K
|
+3,096
|
+76%
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$38.9K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
–
|
–
|
–
|
|
|
19
|
Sandy Spring Bank
Olney,
Maryland
|
$25K
|
+$407
|
+36
|
+2%
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.61K
|
–
|
–
|
–
|
|
|
21
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.09K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$647
|
+$667
|
+59
|
New
|
|
