|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$16.6M
|
+$3.92M
|
+714,147
|
+30%
|
|
|
2
|
|
$3.99M
|
-$461K
|
-83,875
|
-10%
|
|
|
3
|
|
$3.28M
|
-$361K
|
-65,763
|
-10%
|
|
|
4
|
Northside Capital Management
Hood River,
Oregon
|
$2.02M
|
+$2.06M
|
+375,184
|
New
|
|
|
5
|
Concert Wealth Management
San Jose,
California
|
$1.38M
|
+$103K
|
+18,736
|
+8%
|
|
|
6
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.24M
|
+$91.2K
|
+16,600
|
+8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
-$1.2M
|
-217,708
|
-49%
|
|
|
8
|
Independence Trust
Franklin,
Tennessee
|
$1.03M
|
+$557K
|
+101,420
|
+113%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$924K
|
-$37K
|
-6,729
|
-4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$920K
|
+$273K
|
+49,629
|
+41%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$836K
|
+$17.1K
|
+3,119
|
+2%
|
|
|
12
|
Fiduciary Trust
Boston,
Massachusetts
|
$771K
|
–
|
–
|
–
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$637K
|
+$11.9K
|
+2,170
|
+2%
|
|
|
14
|
Lourd Capital
Beverly Hills,
California
|
$612K
|
–
|
–
|
–
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$563K
|
-$40.9K
|
-7,450
|
-7%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$536K
|
+$12.3K
|
+2,232
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$527K
|
+$537K
|
+97,777
|
New
|
|
|
18
|
|
$476K
|
-$1.83M
|
-333,401
|
-79%
|
|
|
19
|
Brave Asset Management
Summit,
New Jersey
|
$411K
|
–
|
–
|
–
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$292K
|
+$2.17K
|
+396
|
+0.7%
|
|
|
21
|
Mraz Amerine & Associates
Modesto,
California
|
$291K
|
–
|
–
|
–
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$291K
|
+$28.5K
|
+5,180
|
+11%
|
|
|
23
|
NWAM LLC
Mercer Island,
Washington
|
$260K
|
+$1.17K
|
+213
|
+0.4%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$259K
|
+$8.24K
|
+1,500
|
+3%
|
|
|
25
|
Focused Wealth Management
Newburgh,
New York
|
$252K
|
-$55.2K
|
-10,050
|
-18%
|
|
