|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$25.9M
|
+$1.49M
|
+303,219
|
+6%
|
|
|
2
|
Relative Value Partners
Northbrook,
Illinois
|
$24.2M
|
+$5.34M
|
+1,087,547
|
+28%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$2.23M
|
+454,671
|
+17%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$10.3M
|
+$2.36M
|
+480,007
|
+29%
|
|
|
5
|
|
$10.1M
|
-$551K
|
-112,153
|
-5%
|
|
|
6
|
|
$5.81M
|
+$13.3K
|
+2,713
|
+0.2%
|
|
|
7
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$3.8M
|
-$2.41M
|
-489,927
|
-39%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.22M
|
-$1.73M
|
-352,618
|
-35%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.29M
|
+$947K
|
+192,844
|
+70%
|
|
|
10
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.09M
|
-$100K
|
-20,400
|
-5%
|
|
|
11
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.01M
|
+$321K
|
+65,290
|
+19%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.8M
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
-$197K
|
-40,039
|
-10%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$1.76M
|
-$2.44M
|
-496,975
|
Closed
|
|
|
15
|
Penbrook Management
New York
|
$910K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$829K
|
-$52.6K
|
-10,715
|
-6%
|
|
|
17
|
Wolverine Asset Management
Chicago,
Illinois
|
$785K
|
+$26.9K
|
+5,475
|
+4%
|
|
|
18
|
Independence Trust
Franklin,
Tennessee
|
$758K
|
-$23.4K
|
-4,773
|
-3%
|
|
|
19
|
Shufro Rose & Co
New York
|
$728K
|
+$7.36K
|
+1,500
|
+1%
|
|
|
20
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$591K
|
-$24.3K
|
-4,950
|
-4%
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$565K
|
+$172K
|
+35,000
|
+43%
|
|
|
22
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$554K
|
+$15.2K
|
+3,100
|
+3%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$551K
|
-$1.36M
|
-276,572
|
-71%
|
|
|
24
|
Benchmark Capital Advisors
New York
|
$377K
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$374K
|
-$57.8K
|
-11,768
|
-13%
|
|
