|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$38.3M
|
+$420K
|
+28,789
|
+1%
|
|
|
2
|
Ancora Advisors
Cleveland,
Ohio
|
$6.33M
|
-$5.15M
|
-353,521
|
Closed
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.55M
|
+$1.75M
|
+119,933
|
+47%
|
|
|
4
|
Horizon Kinetics
New York
|
$4.89M
|
-$2.52M
|
-172,527
|
-34%
|
|
|
5
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.22M
|
+$67.3K
|
+4,619
|
+2%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$4.09M
|
+$1.75M
|
+119,801
|
+76%
|
|
|
7
|
CSS LLC
Chicago,
Illinois
|
$3.37M
|
-$30.5K
|
-2,094
|
-0.9%
|
|
|
8
|
|
$2.16M
|
+$220K
|
+15,114
|
+11%
|
|
|
9
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.84M
|
–
|
–
|
–
|
|
|
10
|
Independence Trust
Franklin,
Tennessee
|
$947K
|
-$73.5K
|
-5,043
|
-7%
|
|
|
11
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$850K
|
-$26.9K
|
-1,844
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$369K
|
-$3.05K
|
-209
|
-0.8%
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$268K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$266K
|
+$33.1K
|
+2,267
|
+14%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$239K
|
-$5.82K
|
-399
|
-2%
|
|
|
16
|
King Investment Advisors
Houston,
Texas
|
$223K
|
–
|
–
|
–
|
|
|
17
|
|
$145K
|
+$12.6K
|
+866
|
+10%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$125K
|
+$10.8K
|
+744
|
+10%
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
$80K
|
+$79.9K
|
+5,483
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64K
|
–
|
–
|
–
|
|
|
21
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$52K
|
-$104K
|
-7,150
|
-67%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$41K
|
–
|
–
|
–
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$36K
|
+$36.2K
|
+2,480
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
+$17.8K
|
+1,224
|
+119%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25K
|
–
|
–
|
–
|
|
