|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$57M
|
+$2.2M
|
+677,134
|
+4%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$3.03M
|
-$96.7K
|
-29,754
|
-3%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$2.09M
|
+$16.2K
|
+4,969
|
+0.8%
|
|
|
4
|
|
$1.2M
|
+$424K
|
+130,446
|
+53%
|
|
|
5
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.16M
|
+$1.18M
|
+363,250
|
New
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$866K
|
+$520K
|
+159,799
|
+144%
|
|
|
7
|
Gill Capital Partners
Denver,
Colorado
|
$553K
|
-$3.43K
|
-1,055
|
-0.6%
|
|
|
8
|
Penbrook Management
New York
|
$531K
|
–
|
–
|
–
|
|
|
9
|
|
$473K
|
-$44.6K
|
-13,725
|
-8%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$380K
|
-$19.7K
|
-6,073
|
-5%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$277K
|
+$14.3K
|
+4,390
|
+5%
|
|
|
12
|
HUB Investment Partners
Austin,
Texas
|
$249K
|
+$254K
|
+78,209
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$220K
|
+$8.41K
|
+2,587
|
+4%
|
|
|
14
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$211K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$167K
|
+$933
|
+287
|
+0.6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$161K
|
-$49.8K
|
-15,309
|
-23%
|
|
|
17
|
Transcend Capital Advisors
Madison,
New Jersey
|
$148K
|
–
|
–
|
–
|
|
|
18
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$127K
|
+$130K
|
+40,078
|
New
|
|
|
19
|
Moors & Cabot
Boston,
Massachusetts
|
$127K
|
+$130K
|
+40,000
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$121K
|
+$124K
|
+38,048
|
New
|
|
|
21
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$111K
|
–
|
–
|
–
|
|
|
22
|
Koshinski Asset Management
Decatur,
Illinois
|
$93.2K
|
–
|
–
|
–
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$91K
|
+$8.13K
|
+2,500
|
+10%
|
|
|
24
|
Bard Financial Services
Branford,
Connecticut
|
$68.5K
|
–
|
–
|
–
|
|
|
25
|
|
$66K
|
+$68K
|
+20,906
|
New
|
|
