|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$20.8M
|
-$863K
|
-53,665
|
-4%
|
|
|
2
|
Relative Value Partners Group
|
$19.6M
|
+$3.8M
|
+236,086
|
+25%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.53M
|
-$32.8K
|
-2,040
|
-2%
|
|
|
4
|
|
$1.11M
|
-$23.4K
|
-1,454
|
-2%
|
|
|
5
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.06M
|
+$51.8K
|
+3,220
|
+5%
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$750K
|
+$7.03K
|
+437
|
+1%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$399K
|
+$52.1K
|
+3,237
|
+15%
|
|
|
8
|
First Trust Advisors
Wheaton,
Illinois
|
$374K
|
-$622K
|
-38,683
|
-63%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$356K
|
+$23.9K
|
+1,484
|
+7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$349K
|
+$26.5K
|
+1,646
|
+8%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$252K
|
-$290
|
-18
|
-0.1%
|
|
|
12
|
Landscape Capital Management
Englewood,
New Jersey
|
$232K
|
-$26.3K
|
-1,636
|
-10%
|
|
|
13
|
9258 Wealth Management
Blue Ash,
Ohio
|
$179K
|
–
|
–
|
–
|
|
|
14
|
CSS LLC
Chicago,
Illinois
|
$123K
|
+$122K
|
+7,553
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$116K
|
-$26.1K
|
-1,620
|
-19%
|
|
|
16
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$115K
|
+$1.64K
|
+102
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88K
|
-$50.3K
|
-3,124
|
-37%
|
|
|
18
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$16K
|
-$5.25K
|
-326
|
-25%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$362K
|
-22,743
|
Closed
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$17K
|
-1,069
|
Closed
|
|
