|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$49.4M
|
+$20.2M
|
+5,425,648
|
+72%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$48.6M
|
-$304K
|
-81,531
|
-0.6%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$42.1M
|
+$2.12M
|
+569,300
|
+5%
|
|
|
4
|
Relative Value Partners Group
|
$12.2M
|
+$183K
|
+49,079
|
+2%
|
|
|
5
|
|
$4.84M
|
+$368K
|
+98,747
|
+8%
|
|
|
6
|
|
$3.34M
|
+$294K
|
+78,878
|
+10%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.92M
|
-$502K
|
-134,717
|
-15%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$1.81M
|
-$306
|
-82
|
-0%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.62M
|
-$163K
|
-43,860
|
-9%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$1.57M
|
-$13.3M
|
-3,579,485
|
-90%
|
|
|
11
|
Geode Capital Management
Boston,
Massachusetts
|
$1.08M
|
+$1.06M
|
+284,693
|
New
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$991K
|
+$988K
|
+265,023
|
New
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$741K
|
-$96.7K
|
-25,950
|
-12%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$731K
|
+$718K
|
+192,497
|
New
|
|
|
15
|
Landscape Capital Management
Englewood,
New Jersey
|
$704K
|
+$277K
|
+74,245
|
+67%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$670K
|
-$4.66K
|
-1,249
|
-0.7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$602K
|
-$36.3K
|
-9,730
|
-6%
|
|
|
18
|
Oppenheimer & Co
New York
|
$443K
|
+$435K
|
+116,661
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$425K
|
+$417K
|
+111,740
|
New
|
|
|
20
|
Shufro Rose & Co
New York
|
$417K
|
-$14.8K
|
-3,980
|
-4%
|
|
|
21
|
Penbrook Management
New York
|
$402K
|
-$36.5K
|
-9,800
|
-8%
|
|
|
22
|
Ionic Capital Management
New York
|
$380K
|
+$373K
|
+100,117
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$268K
|
-$109K
|
-29,159
|
-29%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$266K
|
+$50.3K
|
+13,482
|
+24%
|
|
|
25
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$261K
|
+$153K
|
+41,000
|
+149%
|
|
