|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$66.2M
|
+$2.64M
|
+863,617
|
+4%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$4.17M
|
+$282K
|
+92,381
|
+8%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$2.65M
|
-$75.9K
|
-24,840
|
-3%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$2.37M
|
+$519K
|
+169,864
|
+30%
|
|
|
5
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$777K
|
+$352K
|
+115,261
|
+90%
|
|
|
6
|
Transform Wealth
Greenwood Village,
Colorado
|
$639K
|
+$15.3K
|
+5,000
|
+3%
|
|
|
7
|
|
$609K
|
-$281K
|
-91,779
|
-32%
|
|
|
8
|
|
$599K
|
-$17.1K
|
-5,595
|
-3%
|
|
|
9
|
Gill Capital Partners
Denver,
Colorado
|
$559K
|
+$6.03K
|
+1,971
|
+1%
|
|
|
10
|
Penbrook Management
New York
|
$478K
|
-$52K
|
-17,000
|
-10%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$390K
|
+$74.9K
|
+24,500
|
+25%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$276K
|
-$17K
|
-5,546
|
-6%
|
|
|
13
|
HUB Investment Partners
Austin,
Texas
|
$252K
|
+$813
|
+266
|
+0.3%
|
|
|
14
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$235K
|
-$22.2K
|
-7,255
|
-9%
|
|
|
15
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$211K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$210K
|
+$731
|
+239
|
+0.4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$154K
|
-$6.76K
|
-2,212
|
-4%
|
|
|
18
|
Transcend Capital Advisors
Madison,
New Jersey
|
$149K
|
–
|
–
|
–
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$146K
|
+$100K
|
+32,863
|
+257%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$114K
|
-$9.87K
|
-3,227
|
-8%
|
|
|
21
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$111K
|
–
|
–
|
–
|
|
|
22
|
Clough Capital Partners
Boston,
Massachusetts
|
$87.7K
|
-$104K
|
-33,900
|
-55%
|
|
|
23
|
Shaker Financial Services
Arlington,
Virginia
|
$78K
|
+$15.4K
|
+5,043
|
+26%
|
|
|
24
|
Bard Financial Services
Branford,
Connecticut
|
$68.7K
|
–
|
–
|
–
|
|
|
25
|
Coldstream Capital Management
Bellevue,
Washington
|
$63.8K
|
+$61.1K
|
+20,000
|
New
|
|
