|
1
|
Wells Fargo
San Francisco,
California
|
$47.3M
|
+$3.57M
|
+967,277
|
+8%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$38.6M
|
+$13.2M
|
+3,573,805
|
+51%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$27.8M
|
-$5.48M
|
-1,485,902
|
-16%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$14.7M
|
-$29.7K
|
-8,050
|
-0.2%
|
|
|
5
|
Relative Value Partners Group
|
$11.6M
|
+$906K
|
+245,804
|
+8%
|
|
|
6
|
|
$4.32M
|
-$352K
|
-95,575
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.32M
|
-$538K
|
-145,921
|
-14%
|
|
|
8
|
|
$2.94M
|
-$599K
|
-162,445
|
-17%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.37M
|
-$112K
|
-30,470
|
-5%
|
|
|
10
|
Ancora Advisors
Cleveland,
Ohio
|
$1.75M
|
-$383K
|
-103,893
|
-18%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.73M
|
-$58.4K
|
-15,855
|
-3%
|
|
|
12
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.22M
|
+$65.7K
|
+17,819
|
+6%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$811K
|
-$748K
|
-202,850
|
-48%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$651K
|
-$41.9K
|
-11,378
|
-6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$617K
|
-$155K
|
-42,073
|
-20%
|
|
|
16
|
Penbrook Management
New York
|
$424K
|
-$95.8K
|
-26,000
|
-18%
|
|
|
17
|
Shufro Rose & Co
New York
|
$417K
|
-$37.1K
|
-10,060
|
-8%
|
|
|
18
|
Landscape Capital Management
Englewood,
New Jersey
|
$407K
|
-$41.1K
|
-11,142
|
-9%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$366K
|
+$50.9K
|
+13,795
|
+16%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$361K
|
-$156K
|
-42,287
|
-30%
|
|
|
21
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
22
|
Benchmark Capital Advisors
New York
|
$218K
|
-$3.69K
|
-1,000
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$213K
|
+$88.3K
|
+23,952
|
+70%
|
|
|
24
|
WealthSource Partners
San Luis Obispo,
California
|
$212K
|
-$33.2K
|
-9,000
|
-13%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$208K
|
-$11.1K
|
-2,998
|
-5%
|
|
