|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$16.4M
|
-$3.34M
|
-232,300
|
-17%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$8.29M
|
-$575K
|
-40,045
|
-7%
|
|
|
3
|
ProVise Management Group
Clearwater,
Florida
|
$5.39M
|
+$262K
|
+18,270
|
+5%
|
|
|
4
|
|
$2.58M
|
+$59.9K
|
+4,171
|
+2%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$2.39M
|
+$389K
|
+27,101
|
+20%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1.82M
|
+$175K
|
+12,153
|
+11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.56M
|
+$210K
|
+14,643
|
+16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.51M
|
-$748K
|
-52,046
|
-34%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$1.28M
|
+$1.25M
|
+86,751
|
New
|
|
|
10
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.23M
|
+$302K
|
+21,019
|
+34%
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$885K
|
+$1.06K
|
+74
|
+0.1%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$723K
|
-$72.1K
|
-5,020
|
-9%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$664K
|
+$301K
|
+20,919
|
+87%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$589K
|
-$24.4K
|
-1,697
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$535K
|
+$75.2K
|
+5,233
|
+17%
|
|
|
16
|
Oppenheimer & Co
New York
|
$524K
|
-$38.3K
|
-2,667
|
-7%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$399K
|
-$5.33K
|
-371
|
-1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$300K
|
–
|
–
|
–
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$283K
|
+$5.82K
|
+405
|
+2%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$250K
|
-$18.5K
|
-1,290
|
-7%
|
|
|
21
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$233K
|
+$227K
|
+15,800
|
New
|
|
|
22
|
Shaker Financial Services
Arlington,
Virginia
|
$206K
|
+$201K
|
+14,023
|
New
|
|
|
23
|
|
$188K
|
-$146K
|
-10,197
|
-44%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$185K
|
-$16.3K
|
-1,138
|
-8%
|
|
|
25
|
Insight Wealth Partners
Plano,
Texas
|
$179K
|
+$174K
|
+12,142
|
New
|
|
