|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$25M
|
+$1.31M
|
+122,717
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$24.2M
|
+$345K
|
+32,224
|
+2%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$11.6M
|
+$1.2M
|
+112,077
|
+12%
|
|
|
4
|
|
$6.62M
|
-$1.67M
|
-156,140
|
-21%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.72M
|
+$5.37M
|
+501,909
|
New
|
|
|
6
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$5.46M
|
-$496K
|
-46,400
|
-9%
|
|
|
7
|
|
$4.59M
|
-$565K
|
-52,801
|
-12%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.26M
|
+$2.2M
|
+205,951
|
+122%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$2.97M
|
–
|
–
|
–
|
|
|
10
|
Mariner Investment Group
Harrison,
New York
|
$2.96M
|
-$915K
|
-85,495
|
-25%
|
|
|
11
|
HL Financial Services
Louisville,
Kentucky
|
$2.02M
|
-$147K
|
-13,752
|
-7%
|
|
|
12
|
Grace & White Inc
Ny,
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
13
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.4M
|
-$337K
|
-31,461
|
-20%
|
|
|
14
|
Geode Capital Management
Boston,
Massachusetts
|
$1.34M
|
–
|
–
|
–
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.16M
|
+$15K
|
+1,400
|
+1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.07M
|
+$411K
|
+38,420
|
+70%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$988K
|
+$517K
|
+48,366
|
+126%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$564K
|
–
|
–
|
–
|
|
|
19
|
Hilltop Holdings
Dallas,
Texas
|
$534K
|
–
|
–
|
–
|
|
|
20
|
Payden & Rygel
Los Angeles,
California
|
$331K
|
–
|
–
|
–
|
|
|
21
|
Horizon Kinetics
New York
|
$318K
|
-$112K
|
-10,500
|
-27%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$308K
|
–
|
–
|
–
|
|
|
23
|
Point View Wealth Management
Summit,
New Jersey
|
$305K
|
+$50.3K
|
+4,698
|
+21%
|
|
|
24
|
Bank of New York Mellon
New York
|
$273K
|
-$11
|
-1
|
-0%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$256K
|
+$30K
|
+2,803
|
+14%
|
|
