|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$14.5M
|
-$666K
|
-64,351
|
-5%
|
|
|
2
|
|
$9.14M
|
+$1.18M
|
+113,660
|
+16%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$8.57M
|
-$100K
|
-9,700
|
-1%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$8.2M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.08M
|
+$17.7K
|
+1,713
|
+0.6%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$2.72M
|
+$189K
|
+18,271
|
+8%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.54M
|
-$2.43M
|
-235,019
|
-50%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
+$154K
|
+14,931
|
+11%
|
|
|
9
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.61M
|
–
|
–
|
–
|
|
|
10
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.36M
|
+$375K
|
+36,239
|
+40%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$1.33M
|
-$97.1K
|
-9,386
|
-7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.32M
|
-$107K
|
-10,332
|
-8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.29M
|
-$100K
|
-9,666
|
-7%
|
|
|
14
|
Insight Wealth Partners
Plano,
Texas
|
$939K
|
-$12.3K
|
-1,190
|
-1%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$767K
|
+$3.86K
|
+373
|
+0.5%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$624K
|
-$76.8K
|
-7,426
|
-11%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$518K
|
-$9.6K
|
-928
|
-2%
|
|
|
18
|
|
$461K
|
+$163K
|
+15,732
|
+58%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$424K
|
+$92.1K
|
+8,908
|
+29%
|
|
|
20
|
Invictus Private Wealth
Denver,
Colorado
|
$413K
|
+$395K
|
+38,227
|
New
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$371K
|
+$63.1K
|
+6,100
|
+22%
|
|
|
22
|
Accuvest Global Advisors
Provo,
Utah
|
$356K
|
+$341K
|
+32,979
|
New
|
|
|
23
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$241K
|
-$11.6K
|
-1,118
|
-5%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$234K
|
+$4.42K
|
+427
|
+2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$221K
|
+$90.8K
|
+8,776
|
+75%
|
|
