|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$13.3M
|
+$4.03M
|
+723,748
|
+44%
|
|
|
2
|
|
$4.64M
|
-$215K
|
-38,509
|
-4%
|
|
|
3
|
|
$3.79M
|
+$573K
|
+102,821
|
+18%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.51M
|
-$55.4K
|
-9,937
|
-2%
|
|
|
5
|
|
$2.37M
|
+$255K
|
+45,800
|
+12%
|
|
|
6
|
Concert Wealth Management
San Jose,
California
|
$1.34M
|
-$49.2K
|
-8,828
|
-4%
|
|
|
7
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.2M
|
+$641K
|
+115,100
|
+117%
|
|
|
8
|
First Foundation Advisors
Irvine,
California
|
$1M
|
+$111K
|
+19,943
|
+13%
|
|
|
9
|
|
$922K
|
+$100K
|
+17,953
|
+12%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$846K
|
+$28.4K
|
+5,104
|
+3%
|
|
|
11
|
Fiduciary Trust
Boston,
Massachusetts
|
$805K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$682K
|
+$380K
|
+68,111
|
+129%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$653K
|
+$37.9K
|
+6,798
|
+6%
|
|
|
14
|
Lourd Capital
Beverly Hills,
California
|
$639K
|
–
|
–
|
–
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$630K
|
+$3.53K
|
+634
|
+0.6%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$548K
|
-$30.1K
|
-5,404
|
-5%
|
|
|
17
|
Independence Trust
Franklin,
Tennessee
|
$506K
|
+$349K
|
+62,579
|
+230%
|
|
|
18
|
Brave Asset Management
Summit,
New Jersey
|
$429K
|
–
|
–
|
–
|
|
|
19
|
WFG Advisors
Dallas,
Texas
|
$381K
|
+$11.9K
|
+2,143
|
+3%
|
|
|
20
|
Focused Wealth Management
Newburgh,
New York
|
$320K
|
-$1.92K
|
-345
|
-0.6%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$306K
|
+$2.45K
|
+440
|
+0.8%
|
|
|
22
|
Mraz Amerine & Associates
Modesto,
California
|
$304K
|
–
|
–
|
–
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$275K
|
+$44.9K
|
+8,052
|
+20%
|
|
|
24
|
NWAM LLC
Mercer Island,
Washington
|
$271K
|
-$535
|
-96
|
-0.2%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$262K
|
+$5.57K
|
+1,000
|
+2%
|
|
