|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$25.1M
|
+$196K
|
+11,346
|
+0.8%
|
|
|
2
|
Relative Value Partners Group
|
$8.66M
|
-$149K
|
-8,589
|
-2%
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.94M
|
+$56.1K
|
+3,242
|
+3%
|
|
|
4
|
|
$1.9M
|
-$244K
|
-14,111
|
-11%
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.3M
|
+$265K
|
+15,339
|
+24%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$1.28M
|
+$807K
|
+46,643
|
+150%
|
|
|
7
|
Family Management
New York
|
$1.03M
|
+$21.1K
|
+1,219
|
+2%
|
|
|
8
|
Matisse Capital
Portland,
Oregon
|
$1.02M
|
+$1.07M
|
+61,645
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$777K
|
-$396K
|
-22,873
|
-33%
|
|
|
10
|
Whittier Trust
South Pasadena,
California
|
$680K
|
+$713K
|
+41,200
|
New
|
|
|
11
|
Logan Stone Capital
Chicago,
Illinois
|
$602K
|
+$87.6K
|
+5,064
|
+16%
|
|
|
12
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$507K
|
+$104K
|
+6,001
|
+24%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$481K
|
+$98.4K
|
+5,684
|
+24%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$476K
|
-$24.7K
|
-1,428
|
-5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$450K
|
+$38.9K
|
+2,250
|
+9%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$435K
|
-$11.4K
|
-656
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$413K
|
+$1.73K
|
+100
|
+0.4%
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$342K
|
–
|
–
|
–
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$306K
|
-$54.3K
|
-3,137
|
-14%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$290K
|
-$41.6K
|
-2,404
|
-12%
|
|
|
21
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$288K
|
-$90.8K
|
-5,250
|
-23%
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$261K
|
+$179K
|
+10,321
|
+188%
|
|
|
23
|
Hilton Capital Management
Garden City,
New York
|
$238K
|
–
|
–
|
–
|
|
|
24
|
Foresight Wealth Management
Draper,
Utah
|
$174K
|
-$11.3K
|
-655
|
-6%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$173K
|
-$30.1K
|
-1,741
|
-14%
|
|
