|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$38.9M
|
+$4.92M
|
+1,068,362
|
+15%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$37.4M
|
-$2.68M
|
-581,502
|
-7%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$33.2M
|
-$971K
|
-210,625
|
-3%
|
|
|
4
|
Relative Value Partners Group
|
$21M
|
-$4.82M
|
-1,045,495
|
-19%
|
|
|
5
|
|
$5.55M
|
+$52.4K
|
+11,378
|
+1%
|
|
|
6
|
|
$4.54M
|
+$204K
|
+44,309
|
+5%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$4.07M
|
+$433
|
+94
|
+0%
|
|
|
8
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.03M
|
-$123K
|
-26,725
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.82M
|
+$294K
|
+63,737
|
+12%
|
|
|
10
|
Ancora Advisors
Cleveland,
Ohio
|
$1.88M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.72M
|
+$189K
|
+40,944
|
+12%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.71M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.35M
|
-$868K
|
-188,407
|
-39%
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$928K
|
+$188K
|
+40,844
|
+26%
|
|
|
15
|
Penbrook Management
New York
|
$765K
|
-$23K
|
-5,000
|
-3%
|
|
|
16
|
Shufro Rose & Co
New York
|
$718K
|
–
|
–
|
–
|
|
|
17
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$668K
|
+$64.5K
|
+14,000
|
+11%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$638K
|
+$635K
|
+137,745
|
New
|
|
|
19
|
Laurion Capital Management
New York
|
$578K
|
+$574K
|
+124,486
|
New
|
|
|
20
|
Landscape Capital Management
Englewood,
New Jersey
|
$561K
|
-$239K
|
-51,931
|
-30%
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$521K
|
+$294K
|
+63,852
|
+132%
|
|
|
22
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$494K
|
+$14.3K
|
+3,105
|
+3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$357K
|
-$109K
|
-23,642
|
-23%
|
|
|
24
|
Benchmark Capital Advisors
New York
|
$322K
|
-$2.77K
|
-600
|
-0.9%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$273K
|
-$17.6K
|
-3,820
|
-6%
|
|
