|
1
|
Relative Value Partners Group
|
$28.4M
|
+$29.7M
|
+5,520,356
|
New
|
|
|
2
|
|
$4.32M
|
+$242K
|
+44,879
|
+6%
|
|
|
3
|
Northside Capital Management
Hood River,
Oregon
|
$3.18M
|
+$246K
|
+45,629
|
+8%
|
|
|
4
|
|
$2.12M
|
-$284K
|
-52,714
|
-11%
|
|
|
5
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.28M
|
+$55.5K
|
+10,300
|
+4%
|
|
|
6
|
Concert Wealth Management
San Jose,
California
|
$1.27M
|
-$72.5K
|
-13,466
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.22M
|
+$410K
|
+76,177
|
+47%
|
|
|
8
|
Independence Trust
Franklin,
Tennessee
|
$1.09M
|
+$182K
|
+33,785
|
+19%
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$737K
|
–
|
–
|
–
|
|
|
10
|
Brave Asset Management
Summit,
New Jersey
|
$693K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$640K
|
-$62.6K
|
-11,625
|
-9%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$630K
|
+$210K
|
+38,985
|
+47%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$599K
|
-$997
|
-185
|
-0.2%
|
|
|
14
|
Lourd Capital
Beverly Hills,
California
|
$585K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$560K
|
+$187K
|
+34,719
|
+47%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$545K
|
-$57.6K
|
-10,699
|
-9%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$398K
|
-$56.4K
|
-10,475
|
-12%
|
|
|
18
|
|
$393K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$388K
|
-$88.7K
|
-16,466
|
-18%
|
|
|
20
|
Mraz Amerine & Associates
Modesto,
California
|
$278K
|
–
|
–
|
–
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$269K
|
-$119K
|
-22,075
|
-30%
|
|
|
22
|
NWAM LLC
Mercer Island,
Washington
|
$249K
|
-$1.54K
|
-286
|
-0.6%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$230K
|
-$470K
|
-87,300
|
-66%
|
|
|
24
|
Landscape Capital Management
Englewood,
New Jersey
|
$228K
|
+$163K
|
+30,341
|
+218%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$226K
|
-$11.9K
|
-2,200
|
-5%
|
|
