|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$38.1M
|
+$1.36M
|
+147,283
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$23.5M
|
+$2.61M
|
+283,191
|
+13%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$14M
|
-$997K
|
-108,075
|
-7%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$9.2M
|
-$388K
|
-42,000
|
-4%
|
|
|
5
|
|
$2.49M
|
-$37.4K
|
-4,049
|
-1%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$1.87M
|
-$568K
|
-61,548
|
-23%
|
|
|
7
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$932K
|
+$142K
|
+15,431
|
+18%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$862K
|
+$9.69K
|
+1,050
|
+1%
|
|
|
10
|
|
$653K
|
-$6.82K
|
-739
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$329K
|
+$20.5K
|
+2,220
|
+7%
|
|
|
12
|
Laurion Capital Management
New York
|
$300K
|
+$299K
|
+32,416
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$278K
|
+$104K
|
+11,300
|
+60%
|
|
|
14
|
Menlo Advisors
Menlo Park,
California
|
$231K
|
–
|
–
|
–
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$227K
|
+$11.7K
|
+1,268
|
+5%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$205K
|
-$9.86K
|
-1,069
|
-5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$199K
|
+$24.5K
|
+2,652
|
+14%
|
|
|
18
|
Horizon Kinetics
New York
|
$190K
|
–
|
–
|
–
|
|
|
19
|
Doliver Advisors
Houston,
Texas
|
$185K
|
-$46.8K
|
-5,069
|
-20%
|
|
|
20
|
First Nebraska Trust
Lincoln,
Nebraska
|
$183K
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$180K
|
-$61.6K
|
-6,673
|
-25%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$139K
|
+$138K
|
+15,000
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$103K
|
-$10.4K
|
-1,125
|
-9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38K
|
-$20.5K
|
-2,225
|
-35%
|
|
|
25
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$37K
|
–
|
–
|
–
|
|
