|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$43M
|
+$210K
|
+55,775
|
+0.5%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$34.8M
|
-$1.3M
|
-345,127
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
-$5.65K
|
-1,499
|
-0%
|
|
|
4
|
Centaurus Financial
Anaheim,
California
|
$18.1M
|
+$7.09M
|
+1,881,654
|
+66%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$15.4M
|
-$1.48M
|
-393,300
|
-9%
|
|
|
6
|
Relative Value Partners Group
|
$12.4M
|
+$133K
|
+35,232
|
+1%
|
|
|
7
|
|
$4.3M
|
+$9.31K
|
+2,471
|
+0.2%
|
|
|
8
|
|
$4.17M
|
+$135K
|
+35,727
|
+3%
|
|
|
9
|
Evoke Wealth
Los Angeles,
California
|
$2.28M
|
+$388K
|
+103,033
|
+21%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.49M
|
-$55.8K
|
-14,806
|
-4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.22M
|
-$214K
|
-56,861
|
-15%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$991K
|
–
|
–
|
–
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$990K
|
+$82.8K
|
+21,963
|
+9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$826K
|
+$621K
|
+164,818
|
+317%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$812K
|
+$220K
|
+58,234
|
+38%
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$791K
|
-$1.17M
|
-310,532
|
-60%
|
|
|
17
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$651K
|
+$131K
|
+34,877
|
+26%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$650K
|
+$113K
|
+29,927
|
+21%
|
|
|
19
|
Advisors Asset Management
Monument,
Colorado
|
$558K
|
-$4.8K
|
-1,274
|
-0.9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$535K
|
-$23.2K
|
-6,146
|
-4%
|
|
|
21
|
Penbrook Management
New York
|
$457K
|
-$1.89K
|
-500
|
-0.4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$350K
|
-$22.6K
|
-6,000
|
-6%
|
|
|
23
|
Oppenheimer & Co
New York
|
$343K
|
+$1.97K
|
+522
|
+0.6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$298K
|
-$773
|
-205
|
-0.3%
|
|
|
25
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$283K
|
–
|
–
|
–
|
|
