|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$26.9M
|
-$4.12M
|
-361,864
|
-13%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$24.3M
|
-$431K
|
-37,852
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
+$21.7M
|
+1,900,015
|
New
|
|
|
4
|
|
$11.8M
|
-$876K
|
-76,893
|
-6%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$5.79M
|
+$3.35M
|
+294,006
|
+118%
|
|
|
6
|
Aris Wealth Services
State College,
Pennsylvania
|
$4.89M
|
+$267K
|
+23,426
|
+5%
|
|
|
7
|
|
$4.77M
|
-$915K
|
-80,283
|
-15%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.94M
|
-$383K
|
-33,638
|
-8%
|
|
|
9
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$3.49M
|
+$662K
|
+58,071
|
+22%
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$3.01M
|
+$3.22M
|
+282,563
|
New
|
|
|
11
|
1607 Capital Partners
Richmond,
Virginia
|
$2.12M
|
-$1.23M
|
-107,801
|
-35%
|
|
|
12
|
TFS Capital
West Chester,
Pennsylvania
|
$1.97M
|
+$2.11M
|
+185,133
|
New
|
|
|
13
|
Doliver Advisors
Houston,
Texas
|
$1.97M
|
+$2.1M
|
+184,337
|
New
|
|
|
14
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.94M
|
+$187K
|
+16,405
|
+87%
|
|
|
15
|
Aviance Capital Partners
Naples,
Florida
|
$1.91M
|
-$117K
|
-10,237
|
-5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.9M
|
-$103K
|
-9,070
|
-5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.77M
|
-$149K
|
-13,101
|
-7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
-$2.67K
|
-234
|
-0.2%
|
|
|
19
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.29M
|
+$293K
|
+25,700
|
+27%
|
|
|
20
|
|
$1.25M
|
+$3.53K
|
+310
|
+0.3%
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.14M
|
+$614K
|
+53,888
|
+102%
|
|
|
22
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.07M
|
-$486K
|
-42,644
|
-30%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$975K
|
+$71.5K
|
+6,272
|
+7%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$965K
|
+$11.3K
|
+996
|
+1%
|
|
|
25
|
Independence Trust
Franklin,
Tennessee
|
$885K
|
–
|
–
|
–
|
|
