|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$48.2M
|
-$11.9M
|
-3,178,246
|
-19%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$42.7M
|
-$3.53M
|
-941,715
|
-7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
+$1.87M
|
+500,008
|
+8%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$16.5M
|
+$17.1M
|
+4,578,477
|
New
|
|
|
5
|
Relative Value Partners Group
|
$11.7M
|
-$318K
|
-84,946
|
-3%
|
|
|
6
|
|
$4.85M
|
-$144K
|
-38,562
|
-3%
|
|
|
7
|
|
$3.13M
|
-$522K
|
-139,387
|
-14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.58M
|
-$91.6K
|
-24,465
|
-5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
-$160K
|
-42,639
|
-12%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$991K
|
–
|
–
|
–
|
|
|
11
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$802K
|
+$834K
|
+222,676
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$539K
|
+$286K
|
+76,468
|
+104%
|
|
|
13
|
Oppenheimer & Co
New York
|
$505K
|
-$3.88K
|
-1,036
|
-0.7%
|
|
|
14
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$496K
|
+$56.7K
|
+15,146
|
+12%
|
|
|
15
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$460K
|
-$155K
|
-41,495
|
-25%
|
|
|
16
|
Shufro Rose & Co
New York
|
$370K
|
–
|
–
|
–
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$357K
|
-$7.99K
|
-2,133
|
-2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$348K
|
+$50.7K
|
+13,539
|
+16%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$346K
|
+$18.3K
|
+4,877
|
+5%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$311K
|
-$218K
|
-58,110
|
-40%
|
|
|
21
|
Penbrook Management
New York
|
$300K
|
-$3K
|
-800
|
-1%
|
|
|
22
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$268K
|
+$279K
|
+74,400
|
New
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$211K
|
-$9.36K
|
-2,500
|
-4%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$206K
|
+$46.8K
|
+12,500
|
+28%
|
|
|
25
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$205K
|
-$56.2K
|
-15,000
|
-21%
|
|
