|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$52.3M
|
+$2.14M
|
+498,762
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$41.7M
|
-$1.05M
|
-244,191
|
-2%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$16M
|
-$8.3M
|
-1,930,447
|
-34%
|
|
|
4
|
Relative Value Partners Group
|
$15.3M
|
-$1.12M
|
-261,214
|
-7%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$9.85M
|
-$425K
|
-98,900
|
-4%
|
|
|
6
|
|
$5.62M
|
+$650K
|
+151,065
|
+13%
|
|
|
7
|
|
$4.95M
|
-$170K
|
-39,531
|
-3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.33M
|
-$187K
|
-43,476
|
-4%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.67M
|
-$5.78K
|
-1,345
|
-0.2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
-$28.1K
|
-6,524
|
-1%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$2.02M
|
+$190K
|
+44,200
|
+10%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.91M
|
–
|
–
|
–
|
|
|
13
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.27M
|
-$59.3K
|
-13,783
|
-4%
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$1.07M
|
+$27.5K
|
+6,400
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$637K
|
+$95.9K
|
+22,302
|
+18%
|
|
|
16
|
Shufro Rose & Co
New York
|
$600K
|
-$603K
|
-140,150
|
Closed
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$585K
|
-$162K
|
-37,783
|
-22%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$543K
|
-$171K
|
-39,746
|
-24%
|
|
|
19
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$536K
|
–
|
–
|
–
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$395K
|
-$10.9K
|
-2,533
|
-3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$305K
|
+$6.7K
|
+1,557
|
+2%
|
|
|
22
|
Benchmark Capital Advisors
New York
|
$284K
|
-$25.8K
|
-6,000
|
-8%
|
|
|
23
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$253K
|
+$254K
|
+59,152
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$232K
|
-$9.64K
|
-2,241
|
-4%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$230K
|
+$233K
|
+54,193
|
New
|
|
