|
1
|
Credit Suisse
Zurich,
Switzerland
|
$17.6M
|
+$218K
|
+9,948
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$9.21M
|
+$260K
|
+11,825
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.3M
|
-$219K
|
-9,979
|
-3%
|
|
|
4
|
Relative Value Partners Group
|
$4.21M
|
+$3.54M
|
+161,376
|
+583%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.25M
|
–
|
–
|
–
|
|
|
6
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.97M
|
+$3.75K
|
+171
|
+0.1%
|
|
|
7
|
|
$2.06M
|
-$455K
|
-20,737
|
-18%
|
|
|
8
|
Global Endowment Management
Charlotte,
North Carolina
|
$780K
|
–
|
–
|
–
|
|
|
9
|
|
$769K
|
–
|
–
|
–
|
|
|
10
|
Curi RMB Capital
Chicago,
Illinois
|
$528K
|
+$520K
|
+23,709
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$458K
|
+$224K
|
+10,220
|
+99%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$348K
|
+$73.8K
|
+3,360
|
+27%
|
|
|
13
|
City of London Investment Management
London,
United Kingdom
|
$334K
|
+$329K
|
+15,000
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$55K
|
+$54K
|
+2,460
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27K
|
-$4.17K
|
-190
|
-14%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27K
|
+$10.4K
|
+475
|
+63%
|
|
|
17
|
|
$13K
|
+$11.6K
|
+528
|
+1,228%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$11.9K
|
+540
|
New
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
20
|
PT Asset Management
Chicago,
Illinois
|
–
|
-$4.17M
|
-192,454
|
Closed
|
|
|
21
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$271K
|
-12,490
|
Closed
|
|
|
22
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$75K
|
-3,450
|
Closed
|
|
