|
1
|
Wells Fargo
San Francisco,
California
|
$39.9M
|
+$1.24M
|
+45,209
|
+3%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$34M
|
+$638K
|
+23,352
|
+2%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$33.8M
|
+$6.24M
|
+228,232
|
+23%
|
|
|
4
|
Relative Value Partners Group
|
$25.6M
|
-$313K
|
-11,437
|
-1%
|
|
|
5
|
|
$5.46M
|
-$403K
|
-14,750
|
-7%
|
|
|
6
|
|
$4.31M
|
-$260K
|
-9,522
|
-6%
|
|
|
7
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.13M
|
+$4.08M
|
+149,184
|
New
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$4.04M
|
+$1.09M
|
+39,710
|
+37%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.72M
|
-$362K
|
-13,257
|
-12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.51M
|
+$142K
|
+5,210
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$1.08M
|
+39,656
|
+99%
|
|
|
12
|
Ancora Advisors
Cleveland,
Ohio
|
$1.87M
|
–
|
–
|
–
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.7M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.52M
|
-$261K
|
-9,549
|
-15%
|
|
|
15
|
Landscape Capital Management
Englewood,
New Jersey
|
$797K
|
-$200K
|
-7,301
|
-20%
|
|
|
16
|
Penbrook Management
New York
|
$783K
|
–
|
–
|
–
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$733K
|
+$725K
|
+26,511
|
New
|
|
|
18
|
Shufro Rose & Co
New York
|
$686K
|
-$655K
|
-23,968
|
Closed
|
|
|
19
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$603K
|
+$18.2K
|
+667
|
+3%
|
|
|
20
|
American International Group
New York
|
$576K
|
+$139K
|
+5,073
|
+32%
|
|
|
21
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$476K
|
-$33.7K
|
-1,232
|
-7%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$464K
|
+$167K
|
+6,115
|
+57%
|
|
|
23
|
Benchmark Capital Advisors
New York
|
$322K
|
-$13.7K
|
-500
|
-4%
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$318K
|
-$70.2K
|
-2,568
|
-9%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$289K
|
+$14.6K
|
+534
|
+5%
|
|
