|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$24M
|
+$9.79M
|
+1,965,995
|
+64%
|
|
|
2
|
Relative Value Partners
Northbrook,
Illinois
|
$18.5M
|
+$2.81M
|
+564,373
|
+17%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$2.66M
|
+533,844
|
+25%
|
|
|
4
|
|
$10.5M
|
+$509K
|
+102,235
|
+5%
|
|
|
5
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$10.1M
|
+$157K
|
+31,626
|
+9%
|
|
|
6
|
Karpus Investment Management
Pittsford,
New York
|
$7.79M
|
+$8.11M
|
+1,629,205
|
New
|
|
|
7
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$6.07M
|
+$6.32M
|
+1,269,700
|
New
|
|
|
8
|
|
$5.68M
|
+$1.07M
|
+215,424
|
+22%
|
|
|
9
|
NWQ Investment Management Company
Los Angeles,
California
|
$4.93M
|
-$204K
|
-40,876
|
-4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.85M
|
+$5.05M
|
+1,014,318
|
New
|
|
|
11
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$3.35M
|
+$565K
|
+113,392
|
+19%
|
|
|
12
|
Ancora Advisors
Cleveland,
Ohio
|
$2.38M
|
+$34.9K
|
+7,000
|
+1%
|
|
|
13
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.15M
|
-$197K
|
-39,600
|
-8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.92M
|
+$439K
|
+88,244
|
+28%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.76M
|
–
|
–
|
–
|
|
|
16
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.66M
|
-$1.78M
|
-358,352
|
-51%
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.32M
|
+$116K
|
+23,353
|
+9%
|
|
|
18
|
Penbrook Management
New York
|
$893K
|
+$95.5K
|
+19,186
|
+11%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$865K
|
-$143K
|
-28,627
|
-14%
|
|
|
20
|
Independence Trust
Franklin,
Tennessee
|
$766K
|
+$648K
|
+130,151
|
+429%
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$745K
|
+$454K
|
+91,190
|
+141%
|
|
|
22
|
Shufro Rose & Co
New York
|
$707K
|
-$4.98K
|
-1,000
|
-0.7%
|
|
|
23
|
Virtu KCG Holdings
New York
|
$604K
|
+$542K
|
+108,790
|
+618%
|
|
|
24
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$603K
|
–
|
–
|
–
|
|
|
25
|
Mariner Investment Group
Harrison,
New York
|
$560K
|
+$583K
|
+117,100
|
New
|
|
