|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$33.6M
|
+$1.81M
|
+135,954
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
-$35.9K
|
-2,699
|
-0.3%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$8.41M
|
+$59.7K
|
+4,490
|
+0.7%
|
|
|
4
|
Relative Value Partners Group
|
$3.36M
|
+$329K
|
+24,754
|
+11%
|
|
|
5
|
Icon Advisers
Greenwood Village,
Colorado
|
$2.78M
|
-$105K
|
-7,920
|
-4%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.04M
|
-$50.1K
|
-3,768
|
-5%
|
|
|
7
|
Wolverine Asset Management
Chicago,
Illinois
|
$429K
|
+$269K
|
+20,214
|
+167%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$426K
|
-$742K
|
-55,856
|
-64%
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$254K
|
+$253K
|
+19,064
|
New
|
|
|
10
|
|
$206K
|
+$58.3K
|
+4,388
|
+40%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$146K
|
-$1.54K
|
-116
|
-1%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
13
|
|
–
|
-$187K
|
-14,145
|
Closed
|
|
|
14
|
LPL Financial
San Diego,
California
|
–
|
-$143K
|
-10,759
|
Closed
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$26K
|
-2,000
|
Closed
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$13K
|
-1,000
|
Closed
|
|
