|
1
|
Wells Fargo
San Francisco,
California
|
$45.3M
|
+$9.39M
|
+2,132,955
|
+26%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$36.6M
|
+$1M
|
+228,300
|
+3%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$26.4M
|
-$2.43M
|
-551,169
|
-8%
|
|
|
4
|
Relative Value Partners Group
|
$14.4M
|
-$494K
|
-112,191
|
-3%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$10.7M
|
+$6.88M
|
+1,563,591
|
+185%
|
|
|
6
|
|
$5.83M
|
+$128K
|
+29,057
|
+2%
|
|
|
7
|
|
$5.19M
|
-$154K
|
-35,102
|
-3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.73M
|
+$351K
|
+79,810
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.14M
|
+$65.6K
|
+14,908
|
+3%
|
|
|
10
|
Ancora Advisors
Cleveland,
Ohio
|
$1.96M
|
-$30K
|
-6,821
|
-2%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.64M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.17M
|
-$373K
|
-84,793
|
-24%
|
|
|
13
|
WealthSource Partners
San Luis Obispo,
California
|
$954K
|
+$17.7K
|
+4,033
|
+2%
|
|
|
14
|
Landscape Capital Management
Englewood,
New Jersey
|
$724K
|
+$444K
|
+100,980
|
+162%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$631K
|
+$17.6K
|
+4,010
|
+3%
|
|
|
16
|
Shufro Rose & Co
New York
|
$582K
|
+$577K
|
+131,110
|
New
|
|
|
17
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$557K
|
-$117K
|
-26,500
|
-17%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$540K
|
-$44.6K
|
-10,144
|
-8%
|
|
|
19
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$409K
|
+$405K
|
+92,084
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$387K
|
-$45.5K
|
-10,340
|
-11%
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$342K
|
+$338K
|
+76,916
|
New
|
|
|
22
|
Doliver Advisors
Houston,
Texas
|
$340K
|
+$74.9K
|
+17,019
|
+29%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$318K
|
-$19.2K
|
-4,359
|
-6%
|
|
|
24
|
Benchmark Capital Advisors
New York
|
$303K
|
–
|
–
|
–
|
|
|
25
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$253K
|
-$440
|
-100
|
-0.2%
|
|
