|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$25.6M
|
+$3M
|
+180,716
|
+13%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$16.7M
|
+$300K
|
+18,078
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.86M
|
-$85.1K
|
-5,124
|
-4%
|
|
|
4
|
Independence Trust
Franklin,
Tennessee
|
$1.73M
|
-$128K
|
-7,718
|
-7%
|
|
|
5
|
|
$1.08M
|
+$16.5K
|
+993
|
+2%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$885K
|
+$5.12K
|
+308
|
+0.6%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$826K
|
+$830K
|
+50,000
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$626K
|
-$19K
|
-1,143
|
-3%
|
|
|
9
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$612K
|
-$60.9K
|
-3,667
|
-9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$567K
|
+$165K
|
+9,954
|
+41%
|
|
|
11
|
|
$477K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$289K
|
+$140K
|
+8,450
|
+94%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$280K
|
-$16.6K
|
-1,000
|
-6%
|
|
|
14
|
Affiance Financial
St. Louis Park,
Minnesota
|
$246K
|
-$15.1K
|
-910
|
-6%
|
|
|
15
|
Smith, Moore & Co
Clayton,
Missouri
|
$232K
|
–
|
–
|
–
|
|
|
16
|
CSS LLC
Chicago,
Illinois
|
$219K
|
+$1.61K
|
+97
|
+0.7%
|
|
|
17
|
Doliver Advisors
Houston,
Texas
|
$173K
|
+$174K
|
+10,477
|
New
|
|
|
18
|
Optimum Investment Advisors
Chicago,
Illinois
|
$72K
|
+$2.54K
|
+153
|
+4%
|
|
|
19
|
|
$48K
|
-$439K
|
-26,442
|
-90%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
-$15.8K
|
-950
|
-51%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$15K
|
-$116
|
-7
|
-0.8%
|
|
|
23
|
Barclays
London,
United Kingdom
|
$2K
|
+$1.66K
|
+100
|
New
|
|
|
24
|
Virtu KCG Holdings
New York
|
–
|
-$273K
|
-16,380
|
Closed
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$221K
|
-13,285
|
Closed
|
|
