|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$36.5M
|
+$12.9M
|
+821,119
|
+54%
|
|
|
2
|
Horizon Kinetics
New York
|
$10.8M
|
+$10.9M
|
+693,639
|
New
|
|
|
3
|
CSS LLC
Chicago,
Illinois
|
$5.73M
|
+$4.89M
|
+312,217
|
+548%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$4.56M
|
-$12.5M
|
-795,185
|
-73%
|
|
|
5
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.39M
|
+$1.78M
|
+113,899
|
+67%
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$4.03M
|
+$1.18M
|
+75,139
|
+41%
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2M
|
+$2.02M
|
+128,898
|
New
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.94M
|
+$1.95M
|
+124,694
|
New
|
|
|
9
|
|
$1.67M
|
+$1.29M
|
+82,258
|
+323%
|
|
|
10
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$973K
|
+$981K
|
+62,650
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$932K
|
+$142K
|
+9,077
|
+18%
|
|
|
12
|
Virtu KCG Holdings
New York
|
$529K
|
+$534K
|
+34,073
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$414K
|
+$129K
|
+8,208
|
+44%
|
|
|
14
|
Independence Trust
Franklin,
Tennessee
|
$411K
|
+$150K
|
+9,566
|
+57%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$368K
|
-$600K
|
-38,332
|
-62%
|
|
|
16
|
NWAM LLC
Mercer Island,
Washington
|
$282K
|
+$285K
|
+18,182
|
New
|
|
|
17
|
KMS Financial Services
Seattle,
Washington
|
$266K
|
+$14K
|
+892
|
+5%
|
|
|
18
|
|
$240K
|
+$136K
|
+8,688
|
+128%
|
|
|
19
|
Telluride Asset Management
Wayzata,
Minnesota
|
$217K
|
+$219K
|
+13,962
|
New
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$207K
|
-$50.4K
|
-3,217
|
-19%
|
|
|
21
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$185K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$147K
|
-$553K
|
-35,314
|
-79%
|
|
|
23
|
|
$99K
|
+$11.5K
|
+735
|
+13%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$89K
|
+$3.52K
|
+225
|
+4%
|
|
|
25
|
Prelude Capital Management
New York
|
$58K
|
+$58.5K
|
+3,737
|
New
|
|
