|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$37.7M
|
+$1.2M
|
+76,482
|
+3%
|
|
|
2
|
Horizon Kinetics
New York
|
$7.4M
|
-$4.06M
|
-257,971
|
-34%
|
|
|
3
|
Ancora Advisors
Cleveland,
Ohio
|
$5.19M
|
-$202K
|
-12,814
|
-3%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.13M
|
-$70.4K
|
-4,476
|
-2%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.77M
|
+$1.65M
|
+105,033
|
+69%
|
|
|
6
|
CSS LLC
Chicago,
Illinois
|
$3.39M
|
-$540K
|
-34,351
|
-13%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$2.32M
|
+$60.5K
|
+3,848
|
+2%
|
|
|
8
|
|
$1.93M
|
-$131K
|
-8,330
|
-6%
|
|
|
9
|
Bares Capital Management
Austin,
Texas
|
$1.92M
|
+$860K
|
+54,702
|
+72%
|
|
|
10
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.83M
|
–
|
–
|
–
|
|
|
11
|
Independence Trust
Franklin,
Tennessee
|
$1.02M
|
+$674K
|
+42,868
|
+162%
|
|
|
12
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$874K
|
-$36.2K
|
-2,301
|
-4%
|
|
|
13
|
Weiss Asset Management
Boston,
Massachusetts
|
$381K
|
+$408K
|
+25,942
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$371K
|
–
|
–
|
–
|
|
|
15
|
NWAM LLC
Mercer Island,
Washington
|
$267K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$244K
|
-$737K
|
-46,840
|
-74%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$232K
|
+$248K
|
+15,792
|
New
|
|
|
18
|
King Investment Advisors
Houston,
Texas
|
$222K
|
+$236K
|
+14,978
|
New
|
|
|
19
|
Virtu KCG Holdings
New York
|
$175K
|
+$187K
|
+11,920
|
New
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$156K
|
–
|
–
|
–
|
|
|
21
|
|
$132K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$114K
|
+$74.2K
|
+4,721
|
+157%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$41K
|
-$79
|
-5
|
-0.2%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25K
|
–
|
–
|
–
|
|
