|
1
|
Relative Value Partners Group
|
$3.33M
|
+$767K
|
+77,970
|
+30%
|
|
|
2
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$381K
|
+$380K
|
+38,684
|
New
|
|
|
3
|
Steward Partners Investment Advisory
New York
|
$128K
|
-$94.8K
|
-9,640
|
-43%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$126K
|
–
|
–
|
–
|
|
|
5
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
+$10K
|
+1,014
|
New
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$19M
|
-1,933,030
|
Closed
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
–
|
-$7M
|
-711,553
|
Closed
|
|
|
8
|
|
–
|
-$6.12M
|
-622,570
|
Closed
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$4.1M
|
-416,781
|
Closed
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$2.78M
|
-282,301
|
Closed
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$2.19M
|
-223,149
|
Closed
|
|
|
12
|
Bramshill Investments
Naples,
Florida
|
–
|
-$1.9M
|
-193,460
|
Closed
|
|
|
13
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
–
|
-$1.86M
|
-189,644
|
Closed
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$1.43M
|
-145,160
|
Closed
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.25M
|
-127,598
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$936K
|
-95,235
|
Closed
|
|
|
17
|
Arlington Capital Management
Arlington Heights,
Illinois
|
–
|
-$918K
|
-93,373
|
Closed
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$747K
|
-76,035
|
Closed
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$651K
|
-66,883
|
Closed
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$548K
|
-55,768
|
Closed
|
|
|
21
|
Barclays
London,
United Kingdom
|
–
|
-$401K
|
-40,560
|
Closed
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$241K
|
-24,530
|
Closed
|
|
|
23
|
LPL Financial
San Diego,
California
|
–
|
-$232K
|
-23,563
|
Closed
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
–
|
-$217K
|
-22,160
|
Closed
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$211K
|
-21,529
|
Closed
|
|
