|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$63M
|
+$3.79M
|
+1,004,387
|
+6%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$48.6M
|
+$2.82M
|
+748,212
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$25M
|
-$15.4M
|
-4,069,834
|
-38%
|
|
|
4
|
Relative Value Partners Group
|
$12.6M
|
+$220K
|
+58,204
|
+2%
|
|
|
5
|
|
$5.26M
|
+$359K
|
+95,032
|
+7%
|
|
|
6
|
|
$3.84M
|
+$614K
|
+162,617
|
+19%
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.34M
|
+$3.32M
|
+879,126
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.76M
|
+$59.6K
|
+15,804
|
+4%
|
|
|
9
|
Chapwood Capital Investment Management
Plano,
Texas
|
$1.45M
|
+$1.44M
|
+382,653
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.35M
|
-$388K
|
-102,878
|
-22%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$991K
|
–
|
–
|
–
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$811K
|
+$70K
|
+18,545
|
+10%
|
|
|
13
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$643K
|
+$158K
|
+41,800
|
+33%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$636K
|
-$98.5K
|
-26,097
|
-13%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$549K
|
+$380K
|
+100,685
|
+230%
|
|
|
16
|
Oppenheimer & Co
New York
|
$536K
|
+$1.95K
|
+516
|
+0.4%
|
|
|
17
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$466K
|
+$117K
|
+30,966
|
+34%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$446K
|
-$17K
|
-4,505
|
-4%
|
|
|
19
|
Shufro Rose & Co
New York
|
$390K
|
-$755
|
-200
|
-0.2%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$385K
|
+$45.6K
|
+12,089
|
+14%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$347K
|
-$6.36K
|
-1,686
|
-2%
|
|
|
22
|
Penbrook Management
New York
|
$319K
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$316K
|
+$17.8K
|
+4,727
|
+6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$278K
|
-$141K
|
-37,411
|
-34%
|
|
|
25
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$273K
|
+$272K
|
+71,950
|
New
|
|
