|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$21.5M
|
+$4.88M
|
+902,349
|
+29%
|
|
|
2
|
|
$4.29M
|
+$292K
|
+54,023
|
+7%
|
|
|
3
|
Northside Capital Management
Hood River,
Oregon
|
$3.09M
|
+$1.06M
|
+195,890
|
+52%
|
|
|
4
|
|
$2.51M
|
-$776K
|
-143,417
|
-24%
|
|
|
5
|
Concert Wealth Management
San Jose,
California
|
$1.31M
|
+$22.3K
|
+4,125
|
+2%
|
|
|
6
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.29M
|
+$44.4K
|
+8,200
|
+4%
|
|
|
7
|
Independence Trust
Franklin,
Tennessee
|
$967K
|
-$67.3K
|
-12,450
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$871K
|
-$52.1K
|
-9,626
|
-6%
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$774K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$731K
|
-$103K
|
-19,026
|
-12%
|
|
|
11
|
Brave Asset Management
Summit,
New Jersey
|
$728K
|
+$315K
|
+58,300
|
+76%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$715K
|
+$559K
|
+103,301
|
+359%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$631K
|
-$607K
|
-112,195
|
-49%
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$631K
|
-$8.65K
|
-1,600
|
-1%
|
|
|
15
|
Lourd Capital
Beverly Hills,
California
|
$614K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$496K
|
-$32.8K
|
-6,069
|
-6%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$475K
|
-$90.6K
|
-16,753
|
-16%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$456K
|
+$159K
|
+29,430
|
+55%
|
|
|
19
|
|
$413K
|
-$64.4K
|
-11,900
|
-13%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$402K
|
-$525K
|
-97,102
|
-57%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$400K
|
+$156K
|
+28,895
|
+64%
|
|
|
22
|
Mraz Amerine & Associates
Modesto,
California
|
$292K
|
–
|
–
|
–
|
|
|
23
|
NWAM LLC
Mercer Island,
Washington
|
$261K
|
–
|
–
|
–
|
|
|
24
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$250K
|
–
|
–
|
–
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$249K
|
-$10.8K
|
-2,000
|
-4%
|
|
