|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$20.5M
|
+$2.11M
|
+133,034
|
+11%
|
|
|
2
|
Relative Value Partners Group
|
$15.2M
|
+$1.48M
|
+93,407
|
+11%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.5M
|
-$43.9K
|
-2,770
|
-3%
|
|
|
4
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.06M
|
+$1.08M
|
+68,420
|
New
|
|
|
5
|
First Trust Advisors
Wheaton,
Illinois
|
$1.05M
|
-$71.6K
|
-4,521
|
-6%
|
|
|
6
|
|
$1.05M
|
-$30.7K
|
-1,942
|
-3%
|
|
|
7
|
Stephens Inc
Little Rock,
Arkansas
|
$722K
|
+$332
|
+21
|
+0%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$372K
|
-$15.7K
|
-993
|
-4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$269K
|
-$9.67K
|
-611
|
-3%
|
|
|
10
|
Smith, Moore & Co
Clayton,
Missouri
|
$206K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$205K
|
+$19K
|
+1,198
|
+10%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$176K
|
+$1.35K
|
+85
|
+0.8%
|
|
|
13
|
Landscape Capital Management
Englewood,
New Jersey
|
$175K
|
+$179K
|
+11,313
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135K
|
–
|
–
|
–
|
|
|
15
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$107K
|
+$1.08K
|
+68
|
+1%
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
18
|
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$397K
|
-24,135
|
Closed
|
|
|
21
|
Doliver Advisors
Houston,
Texas
|
–
|
-$181K
|
-11,002
|
Closed
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$71K
|
-4,300
|
Closed
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$8K
|
-495
|
Closed
|
|
