|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$51.6M
|
+$1.38M
|
+347,170
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$44.2M
|
+$615K
|
+154,274
|
+1%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$17.2M
|
+$7.42M
|
+1,861,308
|
+74%
|
|
|
4
|
Relative Value Partners Group
|
$12M
|
-$140K
|
-35,101
|
-1%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$6.88M
|
-$1.39M
|
-347,934
|
-17%
|
|
|
6
|
|
$4.74M
|
+$71.1K
|
+17,841
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.08M
|
-$1.06M
|
-265,591
|
-20%
|
|
|
8
|
|
$4.01M
|
+$203K
|
+50,882
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.54M
|
+$367K
|
+92,132
|
+11%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.76M
|
-$540K
|
-135,576
|
-16%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$2.62M
|
+$130K
|
+32,735
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.03M
|
-$56.2K
|
-14,096
|
-3%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.75M
|
–
|
–
|
–
|
|
|
14
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.36M
|
-$49.1K
|
-12,325
|
-3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$690K
|
+$90.1K
|
+22,622
|
+15%
|
|
|
16
|
Penbrook Management
New York
|
$556K
|
-$1.99K
|
-500
|
-0.4%
|
|
|
17
|
Shufro Rose & Co
New York
|
$551K
|
-$558K
|
-140,150
|
Closed
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$548K
|
-$272K
|
-68,370
|
-33%
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$500K
|
+$185K
|
+46,424
|
+58%
|
|
|
20
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$492K
|
–
|
–
|
–
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$483K
|
-$147K
|
-36,917
|
-23%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$407K
|
+$112K
|
+28,184
|
+37%
|
|
|
23
|
Benchmark Capital Advisors
New York
|
$253K
|
–
|
–
|
–
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$249K
|
+$253K
|
+63,434
|
New
|
|
|
25
|
Two Sigma Securities
New York
|
$234K
|
+$237K
|
+59,557
|
New
|
|
