|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$58.6M
|
+$1.94M
|
+616,013
|
+3%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$3.84M
|
+$829K
|
+263,094
|
+28%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$2.71M
|
+$639K
|
+202,611
|
+31%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.35M
|
+$1.34M
|
+426,369
|
New
|
|
|
5
|
|
$1.22M
|
+$24.2K
|
+7,671
|
+2%
|
|
|
6
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.16M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$699K
|
+$697K
|
+221,052
|
New
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$597K
|
+$595K
|
+188,812
|
New
|
|
|
9
|
Gill Capital Partners
Denver,
Colorado
|
$548K
|
-$1.29K
|
-409
|
-0.2%
|
|
|
10
|
Penbrook Management
New York
|
$528K
|
–
|
–
|
–
|
|
|
11
|
|
$519K
|
+$48.2K
|
+15,278
|
+10%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$406K
|
+$19.9K
|
+6,300
|
+5%
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$315K
|
-$541K
|
-171,578
|
-63%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$290K
|
+$13.9K
|
+4,410
|
+5%
|
|
|
15
|
Clough Capital Partners
Boston,
Massachusetts
|
$271K
|
+$271K
|
+85,900
|
New
|
|
|
16
|
HUB Investment Partners
Austin,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$222K
|
+$2.82K
|
+895
|
+1%
|
|
|
18
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$209K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$162K
|
-$3.36K
|
-1,067
|
-2%
|
|
|
20
|
Moors & Cabot
Boston,
Massachusetts
|
$160K
|
+$33.1K
|
+10,500
|
+26%
|
|
|
21
|
Transcend Capital Advisors
Madison,
New Jersey
|
$147K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$134K
|
-$25.8K
|
-8,169
|
-16%
|
|
|
23
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$128K
|
+$1.41K
|
+447
|
+1%
|
|
|
24
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$110K
|
–
|
–
|
–
|
|
|
25
|
|
$77.1K
|
+$76.9K
|
+24,400
|
New
|
|
