|
1
|
Relative Value Partners Group
|
$11.8M
|
-$1.55M
|
-116,770
|
-11%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.45M
|
-$458K
|
-34,529
|
-11%
|
|
|
3
|
Bard Associates
Chicago,
Illinois
|
$3.3M
|
-$224K
|
-16,863
|
-6%
|
|
|
4
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.49M
|
+$2.23M
|
+168,296
|
+625%
|
|
|
5
|
Saba Capital Management
New York
|
$2.12M
|
-$261K
|
-19,637
|
-11%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$1.85M
|
+$367K
|
+27,667
|
+23%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$1M
|
-$305K
|
-23,003
|
-23%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$947K
|
-$15.8K
|
-1,192
|
-2%
|
|
|
9
|
Woodline Partners
San Francisco,
California
|
$942K
|
+$980K
|
+73,851
|
New
|
|
|
10
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$930K
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$846K
|
+$880K
|
+66,337
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$580K
|
-$114K
|
-8,565
|
-16%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$487K
|
-$70.8K
|
-5,337
|
-12%
|
|
|
14
|
|
$487K
|
-$69.4K
|
-5,234
|
-12%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$414K
|
-$253K
|
-19,060
|
-37%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$390K
|
+$57.9K
|
+4,361
|
+17%
|
|
|
17
|
Wolverine Asset Management
Chicago,
Illinois
|
$372K
|
-$51K
|
-3,844
|
-12%
|
|
|
18
|
Aristides Capital
Louisville,
Kentucky
|
$299K
|
-$177K
|
-13,342
|
-36%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$271K
|
+$282K
|
+21,258
|
New
|
|
|
20
|
McGowan Group Asset Management
Dallas,
Texas
|
$249K
|
+$4.26K
|
+321
|
+2%
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$249K
|
+$259K
|
+19,500
|
New
|
|
|
22
|
Pathstone Family Office
Englewood,
New Jersey
|
$222K
|
+$7.14K
|
+538
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$209K
|
+$11.9K
|
+896
|
+6%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$188K
|
+$195K
|
+14,705
|
New
|
|
|
25
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$181K
|
+$3.48K
|
+262
|
+2%
|
|
