|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$15.9M
|
+$1.74M
|
+248,510
|
+13%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$6.13M
|
+$304K
|
+43,491
|
+5%
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$721K
|
-$225K
|
-32,230
|
-24%
|
|
|
4
|
Relative Value Partners Group
|
$652K
|
-$75.3K
|
-10,780
|
-11%
|
|
|
5
|
Sterneck Capital Management
Kansas City,
Missouri
|
$577K
|
+$84
|
+12
|
+0%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$353K
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$145K
|
-$47.5K
|
-6,807
|
-25%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$126K
|
+$2.65K
|
+380
|
+2%
|
|
|
9
|
Saba Capital Management
New York
|
$125K
|
-$266K
|
-38,073
|
-69%
|
|
|
10
|
Landscape Capital Management
Englewood,
New Jersey
|
$119K
|
-$144K
|
-20,601
|
-55%
|
|
|
11
|
NWAM LLC
Mercer Island,
Washington
|
$89K
|
+$258
|
+37
|
+0.3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$83K
|
+$80.2K
|
+11,491
|
New
|
|
|
13
|
|
$81K
|
-$32.5K
|
-4,650
|
-29%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$70K
|
-$17.5K
|
-2,500
|
-21%
|
|
|
15
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$36K
|
+$34.9K
|
+5,000
|
New
|
|
|
16
|
American International Group
New York
|
$19K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
19
|
|
$5K
|
-$1.29K
|
-185
|
-20%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$1.4K
|
+200
|
New
|
|
|
22
|
Doliver Advisors
Houston,
Texas
|
–
|
-$75K
|
-10,538
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$71K
|
-10,043
|
Closed
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$15K
|
-2,068
|
Closed
|
|
