|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$22.8M
|
+$3.01M
|
+179,507
|
+15%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$16.5M
|
+$1.7M
|
+101,637
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.96M
|
+$1.97M
|
+117,515
|
New
|
|
|
4
|
Independence Trust
Franklin,
Tennessee
|
$1.87M
|
+$107K
|
+6,406
|
+6%
|
|
|
5
|
|
$1.07M
|
+$43.5K
|
+2,591
|
+4%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$887K
|
+$80.9K
|
+4,826
|
+10%
|
|
|
7
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$678K
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$650K
|
+$5.32K
|
+317
|
+0.8%
|
|
|
9
|
|
$497K
|
–
|
–
|
–
|
|
|
10
|
|
$489K
|
-$35.7K
|
-2,128
|
-7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$405K
|
+$1.04K
|
+62
|
+0.3%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$298K
|
+$13K
|
+775
|
+5%
|
|
|
13
|
Virtu KCG Holdings
New York
|
$273K
|
+$275K
|
+16,380
|
New
|
|
|
14
|
Affiance Financial
St. Louis Park,
Minnesota
|
$263K
|
+$265K
|
+15,797
|
New
|
|
|
15
|
Smith, Moore & Co
Clayton,
Missouri
|
$234K
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$221K
|
-$72.1K
|
-4,300
|
-24%
|
|
|
17
|
CSS LLC
Chicago,
Illinois
|
$219K
|
+$2.82K
|
+168
|
+1%
|
|
|
18
|
SG Americas Securities
New York
|
$184K
|
+$185K
|
+11,040
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$150K
|
-$24.8K
|
-1,479
|
-14%
|
|
|
20
|
Optimum Investment Advisors
Chicago,
Illinois
|
$70K
|
+$17
|
+1
|
+0%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31K
|
-$33.5K
|
-2,000
|
-52%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
23
|
New England Securities
New York
|
$17K
|
–
|
–
|
–
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$15K
|
+$15.2K
|
+904
|
New
|
|
|
25
|
Saba Capital Management
New York
|
–
|
-$446K
|
-26,124
|
Closed
|
|
