|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$50.6M
|
+$3.67M
|
+141,414
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$43.2M
|
-$391K
|
-15,057
|
-0.9%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$24.5M
|
-$558K
|
-21,488
|
-2%
|
|
|
4
|
Relative Value Partners Group
|
$16.5M
|
+$178K
|
+6,861
|
+1%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$10.4M
|
-$306K
|
-11,783
|
-3%
|
|
|
6
|
|
$5.17M
|
+$131K
|
+5,064
|
+3%
|
|
|
7
|
|
$5.02M
|
-$83.7K
|
-3,226
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.55M
|
-$180K
|
-6,931
|
-4%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.71M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.45M
|
+$87.8K
|
+3,383
|
+4%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.92M
|
+$209K
|
+8,063
|
+12%
|
|
|
12
|
Ancora Advisors
Cleveland,
Ohio
|
$1.85M
|
-$213K
|
-8,200
|
-10%
|
|
|
13
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.34M
|
+$625K
|
+24,087
|
+87%
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$1.05M
|
+$92.1K
|
+3,550
|
+10%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$753K
|
+$754K
|
+29,063
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$719K
|
+$19.2K
|
+740
|
+3%
|
|
|
17
|
Shufro Rose & Co
New York
|
$605K
|
+$4.31K
|
+166
|
+0.7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$547K
|
+$101K
|
+3,881
|
+23%
|
|
|
19
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$541K
|
–
|
–
|
–
|
|
|
20
|
Doliver Advisors
Houston,
Texas
|
$528K
|
-$17.1K
|
-658
|
-3%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$409K
|
-$54.7K
|
-2,109
|
-12%
|
|
|
22
|
Benchmark Capital Advisors
New York
|
$312K
|
+$10.8K
|
+417
|
+4%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$301K
|
+$234
|
+9
|
+0.1%
|
|
|
24
|
Oppenheimer & Co
New York
|
$259K
|
+$60.5K
|
+2,333
|
+30%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$244K
|
-$117K
|
-4,490
|
-32%
|
|
