|
1
|
Wells Fargo
San Francisco,
California
|
$25.3M
|
+$608K
|
+24,811
|
+2%
|
|
|
2
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$7.65M
|
-$247K
|
-10,058
|
-3%
|
|
|
3
|
Relative Value Partners Group
|
$5.19M
|
-$273K
|
-11,122
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.02M
|
+$37.7K
|
+1,538
|
+0.8%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.62M
|
+$49K
|
+1,999
|
+1%
|
|
|
6
|
|
$2.43M
|
+$233K
|
+9,490
|
+11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.62M
|
+$799K
|
+32,581
|
+98%
|
|
|
8
|
|
$1.37M
|
-$83.2K
|
-3,394
|
-6%
|
|
|
9
|
L.J. Altfest & Co
New York
|
$653K
|
-$64.2K
|
-2,616
|
-9%
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$607K
|
–
|
–
|
–
|
|
|
11
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$505K
|
+$28.9K
|
+1,178
|
+6%
|
|
|
12
|
Farr Miller & Washington
Washington,
District of Columbia
|
$334K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$329K
|
-$37.2K
|
-1,518
|
-10%
|
|
|
14
|
Icon Advisers
Greenwood Village,
Colorado
|
$312K
|
-$482K
|
-19,653
|
-61%
|
|
|
15
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$44K
|
+$7.36K
|
+300
|
+20%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
+$74
|
+3
|
+0.3%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
+$147
|
+6
|
+1%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Global Endowment Management
Charlotte,
North Carolina
|
–
|
-$513K
|
-20,867
|
Closed
|
|
