|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$18.3M
|
+$1.19M
|
+70,354
|
+7%
|
|
|
2
|
|
$9.81M
|
+$570K
|
+33,718
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.49M
|
+$1.41M
|
+83,668
|
+36%
|
|
|
4
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4M
|
+$971K
|
+57,403
|
+33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.67M
|
+$428K
|
+25,316
|
+20%
|
|
|
6
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.45M
|
+$925K
|
+54,725
|
+63%
|
|
|
7
|
NTV Asset Management
Charleston,
West Virginia
|
$1.94M
|
+$5.31K
|
+314
|
+0.3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.94M
|
+$814K
|
+48,129
|
+75%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.55M
|
-$71.6K
|
-4,235
|
-5%
|
|
|
10
|
Benchmark Capital Advisors
New York
|
$1.36M
|
+$3.38K
|
+200
|
+0.3%
|
|
|
11
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.16M
|
+$908K
|
+53,667
|
+387%
|
|
|
12
|
|
$1.13M
|
-$1.04M
|
-61,559
|
-48%
|
|
|
13
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.05M
|
+$1.03M
|
+61,100
|
New
|
|
|
14
|
Mariner Investment Group
Harrison,
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
15
|
|
$953K
|
+$152K
|
+9,000
|
+19%
|
|
|
16
|
Sterneck Capital Management
Kansas City,
Missouri
|
$844K
|
+$282K
|
+16,700
|
+52%
|
|
|
17
|
Independence Trust
Franklin,
Tennessee
|
$804K
|
-$109K
|
-6,456
|
-12%
|
|
|
18
|
VSR Financial Services
Overland Park,
Kansas
|
$438K
|
-$3.84K
|
-227
|
-0.9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$388K
|
+$71.4K
|
+4,224
|
+23%
|
|
|
20
|
CAZ Investments
Houston,
Texas
|
$380K
|
-$8.88K
|
-525
|
-2%
|
|
|
21
|
|
$319K
|
–
|
–
|
–
|
|
|
22
|
SG Americas Securities
New York
|
$305K
|
-$718K
|
-42,472
|
-71%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$198K
|
–
|
–
|
–
|
|
|
24
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$181K
|
+$178K
|
+10,500
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$177K
|
-$2.76K
|
-163
|
-2%
|
|
