|
1
|
Wells Fargo
San Francisco,
California
|
$28M
|
+$15.9M
|
+721,168
|
+135%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.62M
|
-$1.03M
|
-46,859
|
-18%
|
|
|
3
|
Relative Value Partners Group
|
$4.55M
|
+$289K
|
+13,142
|
+7%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.03M
|
+$919K
|
+41,722
|
+30%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.25M
|
+$33K
|
+1,499
|
+1%
|
|
|
6
|
|
$2.02M
|
+$46.2K
|
+2,098
|
+2%
|
|
|
7
|
|
$1.32M
|
+$33K
|
+1,500
|
+3%
|
|
|
8
|
Global Endowment Management
Charlotte,
North Carolina
|
$781K
|
–
|
–
|
–
|
|
|
9
|
L.J. Altfest & Co
New York
|
$703K
|
+$694K
|
+31,502
|
New
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$444K
|
+$413K
|
+18,734
|
+1,608%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$214K
|
-$103K
|
-4,678
|
-33%
|
|
|
12
|
Curi RMB Capital
Chicago,
Illinois
|
$204K
|
+$201K
|
+9,143
|
New
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$55K
|
+$54.2K
|
+2,460
|
New
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
+$32.1K
|
+1,457
|
New
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23K
|
+$23.1K
|
+1,050
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
-$5.42K
|
-246
|
-27%
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$13K
|
+$13.2K
|
+600
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$573
|
+26
|
New
|
|
|
21
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$543K
|
-24,975
|
Closed
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$283K
|
-12,756
|
Closed
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$275K
|
-12,653
|
Closed
|
|
|
24
|
|
–
|
-$5K
|
-229
|
Closed
|
|
