|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$41.9M
|
-$125K
|
-5,419
|
-0.3%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$35.4M
|
-$7.95M
|
-345,445
|
-18%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.4M
|
-$6.62M
|
-287,707
|
-24%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$16.6M
|
-$174K
|
-7,564
|
-1%
|
|
|
5
|
Relative Value Partners Group
|
$12M
|
+$143K
|
+6,217
|
+1%
|
|
|
6
|
Centaurus Financial
Anaheim,
California
|
$10.7M
|
+$7.36M
|
+319,937
|
+202%
|
|
|
7
|
|
$4.2M
|
+$178K
|
+7,727
|
+4%
|
|
|
8
|
|
$3.95M
|
-$291K
|
-12,634
|
-7%
|
|
|
9
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.93M
|
+$1.99M
|
+86,355
|
New
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$1.85M
|
+$1.6M
|
+69,500
|
+535%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.51M
|
-$15.7K
|
-684
|
-1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
-$35.8K
|
-1,558
|
-2%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$991K
|
–
|
–
|
–
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$887K
|
+$413K
|
+17,937
|
+83%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$577K
|
+$593K
|
+25,798
|
New
|
|
|
16
|
Advisors Asset Management
Monument,
Colorado
|
$551K
|
+$95.8K
|
+4,166
|
+20%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$547K
|
+$86.3K
|
+3,753
|
+18%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$524K
|
-$203K
|
-8,812
|
-27%
|
|
|
19
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$503K
|
–
|
–
|
–
|
|
|
20
|
Penbrook Management
New York
|
$450K
|
+$147K
|
+6,383
|
+47%
|
|
|
21
|
Shufro Rose & Co
New York
|
$377K
|
-$5.75K
|
-250
|
-1%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$366K
|
–
|
–
|
–
|
|
|
23
|
Oppenheimer & Co
New York
|
$334K
|
+$1.96K
|
+85
|
+0.6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$292K
|
-$31.7K
|
-1,379
|
-10%
|
|
|
25
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$278K
|
–
|
–
|
–
|
|
