|
1
|
|
$5.13M
|
-$180K
|
-14,940
|
-3%
|
|
|
2
|
Relative Value Partners
Northbrook,
Illinois
|
$1.7M
|
-$76.4K
|
-6,330
|
-4%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.34M
|
+$11.6K
|
+961
|
+0.9%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$1.2M
|
+$146K
|
+12,091
|
+14%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
+$46.5K
|
+3,855
|
+4%
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$967K
|
-$489K
|
-40,500
|
Closed
|
|
|
7
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$961K
|
+$274K
|
+22,700
|
+40%
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$910K
|
-$218K
|
-18,075
|
-19%
|
|
|
9
|
Wolverine Asset Management
Chicago,
Illinois
|
$750K
|
+$128K
|
+10,604
|
+20%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$589K
|
+$2.56K
|
+212
|
+0.4%
|
|
|
11
|
Doliver Advisors
Houston,
Texas
|
$464K
|
-$127K
|
-10,502
|
-21%
|
|
|
12
|
Independence Trust
Franklin,
Tennessee
|
$330K
|
-$49K
|
-4,061
|
-13%
|
|
|
13
|
Cornerstone Advisors
Asheville,
North Carolina
|
$291K
|
+$292K
|
+24,161
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$268K
|
+$3.31K
|
+274
|
+1%
|
|
|
15
|
|
$100K
|
+$25.6K
|
+2,120
|
+34%
|
|
|
16
|
American International Group
New York
|
$96.3K
|
–
|
–
|
–
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$70K
|
-$48.3K
|
-4,007
|
-40%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$44K
|
+$32.8K
|
+2,721
|
+282%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
+$31.6K
|
+2,620
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$15K
|
+$3.02K
|
+250
|
+25%
|
|
|
21
|
Blume Capital Management
Berkeley,
California
|
$7K
|
–
|
–
|
–
|
|
|
22
|
TFS Capital
West Chester,
Pennsylvania
|
–
|
-$156K
|
-13,111
|
Closed
|
|
|
23
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$149K
|
-12,538
|
Closed
|
|
|
24
|
Boothbay Fund Management
New York
|
–
|
-$140K
|
-11,760
|
Closed
|
|
|
25
|
BlackRock Investment Management
Wilmington,
Delaware
|
–
|
-$7K
|
-625
|
Closed
|
|
