|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$46.1M
|
+$4.17M
|
+1,111,796
|
+10%
|
|
|
2
|
Centaurus Financial
Anaheim,
California
|
$24.5M
|
+$6.92M
|
+1,845,694
|
+39%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
+$834K
|
+222,315
|
+4%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$19.4M
|
-$14.7M
|
-3,929,700
|
-43%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$13.4M
|
-$1.71M
|
-456,850
|
-11%
|
|
|
6
|
Relative Value Partners Group
|
$6.37M
|
-$5.77M
|
-1,537,864
|
-47%
|
|
|
7
|
|
$4.18M
|
+$108K
|
+28,889
|
+3%
|
|
|
8
|
|
$4.01M
|
-$184K
|
-48,996
|
-4%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.88M
|
+$2.26M
|
+602,324
|
+353%
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$2.48M
|
+$252K
|
+67,300
|
+11%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.53M
|
+$352K
|
+93,878
|
+29%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.27M
|
-$192K
|
-51,121
|
-13%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$991K
|
–
|
–
|
–
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$855K
|
+$43K
|
+11,461
|
+5%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$538K
|
-$6.85K
|
-1,828
|
-1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$502K
|
+$412K
|
+109,862
|
+430%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$469K
|
-$53.3K
|
-14,216
|
-10%
|
|
|
18
|
Penbrook Management
New York
|
$445K
|
-$1.88K
|
-500
|
-0.4%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$427K
|
-$543K
|
-144,893
|
-56%
|
|
|
20
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$421K
|
+$223K
|
+59,400
|
+110%
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$377K
|
-$419K
|
-111,695
|
-52%
|
|
|
22
|
Oppenheimer & Co
New York
|
$337K
|
+$1.99K
|
+530
|
+0.6%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$318K
|
-$24.4K
|
-6,500
|
-7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$299K
|
+$8.15K
|
+2,174
|
+3%
|
|
|
25
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$276K
|
–
|
–
|
–
|
|
