|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$60.1M
|
+$4.21M
|
+1,342,000
|
+7%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$3.67M
|
–
|
–
|
–
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$2.58M
|
-$10.8K
|
-3,450
|
-0.4%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.73M
|
+$462K
|
+147,196
|
+35%
|
|
|
5
|
|
$853K
|
-$324K
|
-103,205
|
-27%
|
|
|
6
|
Transform Wealth
Greenwood Village,
Colorado
|
$594K
|
-$528K
|
-168,025
|
-46%
|
|
|
7
|
|
$584K
|
+$91.4K
|
+29,092
|
+18%
|
|
|
8
|
Gill Capital Partners
Denver,
Colorado
|
$524K
|
+$72
|
+23
|
+0%
|
|
|
9
|
Penbrook Management
New York
|
$504K
|
–
|
–
|
–
|
|
|
10
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$387K
|
+$276K
|
+87,744
|
+217%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$293K
|
-$99.6K
|
-31,700
|
-25%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$278K
|
+$983
|
+313
|
+0.3%
|
|
|
13
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$245K
|
+$214K
|
+68,266
|
+534%
|
|
|
14
|
HUB Investment Partners
Austin,
Texas
|
$238K
|
+$1.41K
|
+449
|
+0.6%
|
|
|
15
|
Financial Counselors Inc
Overland Park,
Kansas
|
$229K
|
+$238K
|
+75,730
|
New
|
|
|
16
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$200K
|
–
|
–
|
–
|
|
|
17
|
Moors & Cabot
Boston,
Massachusetts
|
$199K
|
+$48.7K
|
+15,500
|
+31%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$198K
|
-$15.2K
|
-4,826
|
-7%
|
|
|
19
|
Clough Capital Partners
Boston,
Massachusetts
|
$185K
|
-$76.9K
|
-24,500
|
-29%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$152K
|
-$2.98K
|
-949
|
-2%
|
|
|
21
|
Transcend Capital Advisors
Madison,
New Jersey
|
$141K
|
–
|
–
|
–
|
|
|
22
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$120K
|
-$468K
|
-149,142
|
-79%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$117K
|
-$11.3K
|
-3,586
|
-8%
|
|
|
24
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$105K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$96.8K
|
+$37K
|
+11,784
|
+58%
|
|
