|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$53.1M
|
+$2.4M
|
+572,815
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$46M
|
+$5.62M
|
+1,341,680
|
+14%
|
|
|
3
|
Relative Value Partners Group
|
$12.8M
|
-$1.97M
|
-469,241
|
-13%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$10.5M
|
+$912K
|
+217,800
|
+9%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$8.71M
|
-$6.89M
|
-1,644,324
|
-44%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.42M
|
+$1.23M
|
+293,970
|
+29%
|
|
|
7
|
|
$4.93M
|
+$133K
|
+31,784
|
+3%
|
|
|
8
|
|
$4.02M
|
-$1.44M
|
-343,844
|
-26%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.47M
|
-$84.3K
|
-20,120
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.36M
|
+$3.27M
|
+780,502
|
+2,681%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$2.63M
|
+$679K
|
+162,000
|
+34%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.2M
|
-$125K
|
-29,769
|
-5%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.85M
|
–
|
–
|
–
|
|
|
14
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.49M
|
+$260K
|
+62,073
|
+21%
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
$863K
|
-$176K
|
-42,125
|
-17%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$663K
|
+$96.9K
|
+23,122
|
+17%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$634K
|
+$17.3K
|
+4,141
|
+3%
|
|
|
18
|
Penbrook Management
New York
|
$589K
|
+$595K
|
+141,960
|
New
|
|
|
19
|
Shufro Rose & Co
New York
|
$582K
|
+$587K
|
+140,150
|
New
|
|
|
20
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$520K
|
–
|
–
|
–
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$389K
|
+$6.29K
|
+1,501
|
+2%
|
|
|
22
|
Landscape Capital Management
Englewood,
New Jersey
|
$335K
|
+$198K
|
+47,341
|
+142%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$313K
|
+$88.9K
|
+21,224
|
+39%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$281K
|
-$14K
|
-3,342
|
-5%
|
|
|
25
|
Benchmark Capital Advisors
New York
|
$267K
|
-$8.38K
|
-2,000
|
-3%
|
|
