|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$46.8M
|
+$11.4M
|
+2,630,575
|
+32%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$43.5M
|
-$505K
|
-116,304
|
-1%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$25M
|
-$602K
|
-138,704
|
-2%
|
|
|
4
|
Relative Value Partners Group
|
$16.2M
|
+$2.36M
|
+542,576
|
+17%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$10.6M
|
+$259K
|
+59,564
|
+2%
|
|
|
6
|
|
$5.09M
|
-$569K
|
-130,980
|
-10%
|
|
|
7
|
|
$5.03M
|
-$13.5K
|
-3,119
|
-0.3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.72M
|
+$134K
|
+30,895
|
+3%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.7M
|
+$3.73M
|
+858,447
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.35M
|
+$282K
|
+64,899
|
+13%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$2.06M
|
+$160K
|
+36,821
|
+8%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.71M
|
+$120K
|
+27,750
|
+8%
|
|
|
13
|
WealthSource Partners
San Luis Obispo,
California
|
$958K
|
+$32.3K
|
+7,450
|
+3%
|
|
|
14
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$717K
|
+$322K
|
+74,209
|
+81%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$699K
|
+$393K
|
+90,526
|
+127%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$604K
|
-$542K
|
-124,791
|
-47%
|
|
|
17
|
Shufro Rose & Co
New York
|
$600K
|
+$34.9K
|
+8,040
|
+6%
|
|
|
18
|
Doliver Advisors
Houston,
Texas
|
$544K
|
+$215K
|
+49,527
|
+65%
|
|
|
19
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$540K
|
-$608
|
-140
|
-0.1%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$463K
|
-$62.2K
|
-14,336
|
-12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$444K
|
+$406K
|
+93,557
|
+977%
|
|
|
22
|
Landscape Capital Management
Englewood,
New Jersey
|
$405K
|
-$301K
|
-69,264
|
-42%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$359K
|
-$16.7K
|
-3,837
|
-4%
|
|
|
24
|
Shaker Financial Services
Arlington,
Virginia
|
$340K
|
+$8.96K
|
+2,064
|
+3%
|
|
|
25
|
Benchmark Capital Advisors
New York
|
$301K
|
+$6.51K
|
+1,500
|
+2%
|
|
