|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$26M
|
+$1.68M
|
+101,176
|
+7%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$19.5M
|
-$291K
|
-17,523
|
-1%
|
|
|
3
|
Ancora Advisors
Cleveland,
Ohio
|
$3.11M
|
+$5.09K
|
+306
|
+0.2%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.07M
|
+$39.2K
|
+2,360
|
+1%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.87M
|
-$958K
|
-57,606
|
-34%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$1.16M
|
+$499K
|
+30,006
|
+77%
|
|
|
7
|
Western Investment
Salt Lake City,
Utah
|
$791K
|
+$29.6K
|
+1,780
|
+4%
|
|
|
8
|
|
$528K
|
+$522K
|
+31,404
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$351K
|
–
|
–
|
–
|
|
|
10
|
|
$340K
|
-$63.1K
|
-3,797
|
-16%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$311K
|
-$13K
|
-783
|
-4%
|
|
|
12
|
Independence Trust
Franklin,
Tennessee
|
$284K
|
–
|
–
|
–
|
|
|
13
|
KMS Financial Services
Seattle,
Washington
|
$273K
|
–
|
–
|
–
|
|
|
14
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$264K
|
–
|
–
|
–
|
|
|
15
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$230K
|
-$34.8K
|
-2,093
|
-13%
|
|
|
16
|
|
$140K
|
+$22.1K
|
+1,328
|
+19%
|
|
|
17
|
|
$95K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$58K
|
–
|
–
|
–
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$21K
|
–
|
–
|
–
|
|
|
21
|
WealthTrust Fairport
Cleveland,
Ohio
|
$21K
|
+$20.8K
|
+1,251
|
New
|
|
|
22
|
Barclays
London,
United Kingdom
|
$16K
|
+$3.92K
|
+236
|
+32%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
-$34.8K
|
-2,094
|
-70%
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$5K
|
+$5.22K
|
+314
|
New
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
