|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.1M
|
–
|
–
|
–
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$1.99M
|
-$73.3K
|
-5,770
|
-4%
|
|
|
3
|
|
$886K
|
-$95.4K
|
-7,509
|
-10%
|
|
|
4
|
AQR Capital Management
Greenwich,
Connecticut
|
$651K
|
-$34.7K
|
-2,727
|
-5%
|
|
|
5
|
Doliver Advisors
Houston,
Texas
|
$530K
|
-$51.9K
|
-4,086
|
-9%
|
|
|
6
|
Baird
Milwaukee,
Wisconsin
|
$510K
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$505K
|
+$61K
|
+4,799
|
+14%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$474K
|
+$30.8K
|
+2,424
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$465K
|
+$179K
|
+14,051
|
+64%
|
|
|
10
|
|
$392K
|
+$737
|
+58
|
+0.2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$309K
|
+$2.54K
|
+200
|
+0.8%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$306K
|
-$44.5K
|
-3,500
|
-13%
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$245K
|
+$203
|
+16
|
+0.1%
|
|
|
14
|
|
$238K
|
+$2.4K
|
+189
|
+1%
|
|
|
15
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
16
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$168K
|
+$12K
|
+941
|
+8%
|
|
|
17
|
American International Group
New York
|
$101K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
-$86.2K
|
-6,785
|
-49%
|
|
|
19
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$17K
|
–
|
–
|
–
|
|
|
20
|
Monroe Bank & Trust
Monroe,
Michigan
|
$15K
|
+$15.1K
|
+1,190
|
New
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$6K
|
–
|
–
|
–
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$134K
|
-10,736
|
Closed
|
|
