|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$16.1M
|
+$2.57M
|
+519,201
|
+18%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$8.91M
|
+$8.1M
|
+1,637,361
|
+789%
|
|
|
3
|
Relative Value Partners Group
|
$6.56M
|
+$3.17M
|
+640,424
|
+95%
|
|
|
4
|
Northside Capital Management
Hood River,
Oregon
|
$5.85M
|
-$169K
|
-34,130
|
-3%
|
|
|
5
|
|
$5.71M
|
-$2.89M
|
-584,055
|
-33%
|
|
|
6
|
Berkeley Inc
Boise,
Idaho
|
$4.87M
|
+$2.14M
|
+431,708
|
+75%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.16M
|
+$403K
|
+81,497
|
+10%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.68M
|
+$234K
|
+47,260
|
+7%
|
|
|
9
|
|
$2.97M
|
-$297K
|
-59,922
|
-9%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.7M
|
-$539K
|
-108,893
|
-24%
|
|
|
11
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.36M
|
+$48.1K
|
+9,719
|
+4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
+$5.12K
|
+1,034
|
+0.4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.01M
|
-$95.9K
|
-19,369
|
-9%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$1M
|
+$148K
|
+30,005
|
+17%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$740K
|
-$62.6K
|
-12,643
|
-8%
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$705K
|
-$51K
|
-10,300
|
-7%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$679K
|
+$9.65K
|
+1,950
|
+1%
|
|
|
18
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$569K
|
+$583K
|
+117,804
|
New
|
|
|
19
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$429K
|
–
|
–
|
–
|
|
|
20
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$349K
|
+$358K
|
+72,300
|
New
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$328K
|
+$31.1K
|
+6,289
|
+10%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$323K
|
-$9.75K
|
-1,970
|
-3%
|
|
|
23
|
|
$294K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$280K
|
-$158K
|
-31,933
|
-36%
|
|
|
25
|
Transatlantique Private Wealth
New York
|
$236K
|
+$242K
|
+48,832
|
New
|
|
