|
1
|
Advisors Asset Management
Monument,
Colorado
|
$3M
|
-$42.4K
|
-4,489
|
-1%
|
|
|
2
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.69M
|
-$1.36M
|
-144,368
|
-39%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.66M
|
+$372K
|
+39,418
|
+21%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.63M
|
-$754K
|
-79,801
|
-26%
|
|
|
5
|
|
$1.56M
|
-$89.4K
|
-9,466
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.38M
|
-$173K
|
-18,302
|
-9%
|
|
|
7
|
|
$1.25M
|
-$296K
|
-31,342
|
-16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.15M
|
-$140K
|
-14,825
|
-9%
|
|
|
9
|
1607 Capital Partners
Richmond,
Virginia
|
$1.05M
|
–
|
–
|
–
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$930K
|
+$1.2M
|
+126,752
|
New
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$801K
|
-$263K
|
-27,816
|
-20%
|
|
|
12
|
|
$793K
|
–
|
–
|
–
|
|
|
13
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$773K
|
+$995K
|
+105,364
|
New
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$680K
|
+$14.2K
|
+1,500
|
+2%
|
|
|
15
|
AJ Wealth Strategies
New York
|
$669K
|
+$861K
|
+91,180
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$569K
|
+$732K
|
+77,544
|
New
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$564K
|
+$606K
|
+64,127
|
+504%
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$536K
|
+$691K
|
+73,120
|
New
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
$501K
|
-$787K
|
-83,273
|
-55%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$427K
|
+$168K
|
+17,768
|
+44%
|
|
|
21
|
Park Avenue Securities
New York
|
$411K
|
+$136K
|
+14,363
|
+34%
|
|
|
22
|
Relative Value Partners Group
|
$397K
|
-$91.5K
|
-9,691
|
-15%
|
|
|
23
|
|
$386K
|
+$496K
|
+52,483
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$349K
|
-$119K
|
-12,573
|
-21%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$312K
|
+$4.35K
|
+461
|
+1%
|
|
