|
1
|
Relative Value Partners Group
|
$27.3M
|
+$363K
|
+28,153
|
+1%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$7.67M
|
-$487K
|
-37,820
|
-6%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$6.13M
|
+$756K
|
+58,671
|
+14%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$4.25M
|
+$471K
|
+36,533
|
+13%
|
|
|
5
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.65M
|
-$184K
|
-14,283
|
-5%
|
|
|
6
|
CSS LLC
Chicago,
Illinois
|
$3.08M
|
–
|
–
|
–
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$1.4M
|
+$40.5K
|
+3,140
|
+3%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$760K
|
+$92K
|
+7,140
|
+14%
|
|
|
9
|
Scotia Capital
Toronto,
Ontario, Canada
|
$697K
|
+$216K
|
+16,725
|
+46%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$435K
|
+$14.1K
|
+1,094
|
+3%
|
|
|
11
|
Winning Points Advisors
Boca Raton,
Florida
|
$376K
|
-$93.1K
|
-7,225
|
-20%
|
|
|
12
|
|
$273K
|
+$15.7K
|
+1,222
|
+6%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$254K
|
+$249K
|
+19,329
|
New
|
|
|
14
|
NWAM LLC
Mercer Island,
Washington
|
$239K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$219K
|
-$6.43K
|
-499
|
-3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$142K
|
+$29.3K
|
+2,271
|
+27%
|
|
|
17
|
|
$137K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$63K
|
+$7.81K
|
+606
|
+15%
|
|
|
19
|
Lindbrook Capital
Calabasas,
California
|
$57K
|
+$40.5K
|
+3,141
|
+250%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$37K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$12K
|
+$193
|
+15
|
+2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$146K
|
-11,415
|
Closed
|
|
