|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$42.8M
|
-$1.08M
|
-288,099
|
-2%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$41.7M
|
-$8.04M
|
-2,134,168
|
-16%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$26.7M
|
+$458K
|
+121,544
|
+2%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$16.6M
|
-$344K
|
-91,241
|
-2%
|
|
|
5
|
Relative Value Partners Group
|
$11.8M
|
-$247K
|
-65,557
|
-2%
|
|
|
6
|
|
$4.2M
|
-$795K
|
-211,104
|
-16%
|
|
|
7
|
|
$3.99M
|
+$786K
|
+208,703
|
+24%
|
|
|
8
|
Centaurus Financial
Anaheim,
California
|
$3.51M
|
+$3.57M
|
+949,302
|
New
|
|
|
9
|
|
$3.32M
|
+$3.38M
|
+896,993
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.52M
|
-$103K
|
-27,406
|
-6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.42M
|
+$270K
|
+71,731
|
+23%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$991K
|
–
|
–
|
–
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$716K
|
+$403K
|
+107,064
|
+124%
|
|
|
14
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$653K
|
-$173K
|
-46,072
|
-21%
|
|
|
15
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$503K
|
-$6.4K
|
-1,700
|
-1%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$482K
|
+$117K
|
+31,046
|
+31%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$459K
|
-$96.8K
|
-25,715
|
-17%
|
|
|
18
|
Advisors Asset Management
Monument,
Colorado
|
$454K
|
+$462K
|
+122,643
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$422K
|
+$67.8K
|
+18,018
|
+19%
|
|
|
20
|
Shufro Rose & Co
New York
|
$380K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$363K
|
+$4.53K
|
+1,202
|
+1%
|
|
|
22
|
Oppenheimer & Co
New York
|
$330K
|
-$192K
|
-51,067
|
-36%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$321K
|
+$179K
|
+47,441
|
+121%
|
|
|
24
|
Penbrook Management
New York
|
$304K
|
-$3.77K
|
-1,000
|
-1%
|
|
|
25
|
Evoke Wealth
Los Angeles,
California
|
$289K
|
+$294K
|
+78,000
|
New
|
|
