|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$23.2M
|
+$439K
|
+58,491
|
+2%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$5.47M
|
-$230K
|
-30,600
|
-4%
|
|
|
3
|
|
$604K
|
+$74.6K
|
+9,925
|
+14%
|
|
|
4
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$546K
|
+$7.51K
|
+1,000
|
+1%
|
|
|
5
|
Relative Value Partners Group
|
$300K
|
+$145K
|
+19,358
|
+96%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$298K
|
-$5.64K
|
-750
|
-2%
|
|
|
7
|
NWAM LLC
Mercer Island,
Washington
|
$179K
|
+$376
|
+50
|
+0.2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$158K
|
+$20.5K
|
+2,723
|
+15%
|
|
|
9
|
Saba Capital Management
New York
|
$131K
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$80K
|
+$285
|
+38
|
+0.4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$72K
|
-$11.5K
|
-1,537
|
-14%
|
|
|
12
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$39K
|
–
|
–
|
–
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31K
|
+$15.3K
|
+2,035
|
+101%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$20K
|
+$14.5K
|
+1,924
|
+313%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$4K
|
+$3.76K
|
+500
|
New
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$160K
|
-21,300
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$104K
|
-13,820
|
Closed
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$98K
|
-13,023
|
Closed
|
|
