|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$20.3M
|
+$7.69M
|
+446,542
|
+60%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$15.2M
|
-$1.23M
|
-71,416
|
-7%
|
|
|
3
|
|
$3.36M
|
+$362K
|
+21,042
|
+12%
|
|
|
4
|
Independence Trust
Franklin,
Tennessee
|
$1.81M
|
+$1.43M
|
+83,273
|
+363%
|
|
|
5
|
|
$1.74M
|
–
|
–
|
–
|
|
|
6
|
|
$1.06M
|
-$25K
|
-1,450
|
-2%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$828K
|
-$263K
|
-15,294
|
-24%
|
|
|
8
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$695K
|
+$136K
|
+7,877
|
+24%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$662K
|
-$15.5K
|
-900
|
-2%
|
|
|
10
|
|
$538K
|
-$32.7K
|
-1,897
|
-6%
|
|
|
11
|
Saba Capital Management
New York
|
$446K
|
-$2.02M
|
-117,535
|
-82%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$415K
|
-$430
|
-25
|
-0.1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$300K
|
+$9.9K
|
+575
|
+3%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$292K
|
+$15.2K
|
+885
|
+5%
|
|
|
15
|
Smith, Moore & Co
Clayton,
Missouri
|
$240K
|
-$32.7K
|
-1,900
|
-12%
|
|
|
16
|
CSS LLC
Chicago,
Illinois
|
$221K
|
+$930
|
+54
|
+0.4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$179K
|
-$25.2K
|
-1,464
|
-12%
|
|
|
18
|
Optimum Investment Advisors
Chicago,
Illinois
|
$71K
|
-$51.8K
|
-3,009
|
-42%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66K
|
-$17.2K
|
-1,000
|
-21%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
21
|
New England Securities
New York
|
$17K
|
–
|
–
|
–
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
23
|
Doliver Advisors
Houston,
Texas
|
–
|
-$206K
|
-11,770
|
Closed
|
|
|
24
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$164K
|
-9,436
|
Closed
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
–
|
-$5K
|
-300
|
Closed
|
|
