|
1
|
Relative Value Partners Group
|
$22.2M
|
+$2.69M
|
+164,752
|
+14%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$20.3M
|
-$470K
|
-28,814
|
-2%
|
|
|
3
|
|
$1.19M
|
+$81.1K
|
+4,968
|
+7%
|
|
|
4
|
WealthBridge Capital Management
Westerville,
Ohio
|
$916K
|
-$197K
|
-12,065
|
-18%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$737K
|
-$10.7K
|
-654
|
-1%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$424K
|
+$25.8K
|
+1,581
|
+6%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$380K
|
+$6.81K
|
+417
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$347K
|
-$1.57K
|
-96
|
-0.4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$337K
|
-$18K
|
-1,103
|
-5%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$238K
|
-$15.3K
|
-936
|
-6%
|
|
|
11
|
9258 Wealth Management
Blue Ash,
Ohio
|
$179K
|
–
|
–
|
–
|
|
|
12
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$117K
|
+$1.65K
|
+101
|
+1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$116K
|
+$180
|
+11
|
+0.2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110K
|
+$23.2K
|
+1,420
|
+26%
|
|
|
15
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$92K
|
+$92.4K
|
+5,657
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$28K
|
+$28.6K
|
+1,750
|
New
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
18
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2K
|
+$1.63K
|
+100
|
New
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$1.53M
|
-93,713
|
Closed
|
|
|
20
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$232K
|
-14,224
|
Closed
|
|
|
21
|
CSS LLC
Chicago,
Illinois
|
–
|
-$123K
|
-7,553
|
Closed
|
|
