|
1
|
Relative Value Partners Group
|
$31.7M
|
-$936K
|
-177,394
|
-3%
|
|
|
2
|
Northside Capital Management
Hood River,
Oregon
|
$6.01M
|
–
|
–
|
–
|
|
|
3
|
|
$4.28M
|
-$150K
|
-28,509
|
-3%
|
|
|
4
|
WESCAP Management Group
Glendale,
California
|
$2.76M
|
+$2.77M
|
+524,188
|
New
|
|
|
5
|
|
$2.13M
|
+$141K
|
+26,635
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.65M
|
+$19.8K
|
+3,753
|
+1%
|
|
|
7
|
Concert Wealth Management
San Jose,
California
|
$1.32M
|
+$31.7K
|
+6,000
|
+2%
|
|
|
8
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.31M
|
–
|
–
|
–
|
|
|
9
|
Kovitz Investment Group
Chicago,
Illinois
|
$1.02M
|
+$1.03M
|
+194,420
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$947K
|
+$437K
|
+82,699
|
+87%
|
|
|
11
|
Fiduciary Trust
Boston,
Massachusetts
|
$754K
|
–
|
–
|
–
|
|
|
12
|
Brave Asset Management
Summit,
New Jersey
|
$709K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$614K
|
-$23.5K
|
-4,450
|
-4%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$601K
|
-$77.1K
|
-14,607
|
-11%
|
|
|
15
|
Lourd Capital
Beverly Hills,
California
|
$598K
|
–
|
–
|
–
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$577K
|
-$3.91K
|
-740
|
-0.7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$563K
|
+$99.3K
|
+18,804
|
+21%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$532K
|
-$10.3K
|
-1,952
|
-2%
|
|
|
19
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$448K
|
+$449K
|
+85,000
|
New
|
|
|
20
|
|
$409K
|
+$6.86K
|
+1,300
|
+2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$318K
|
-$10.4K
|
-1,967
|
-3%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$313K
|
+$314K
|
+59,448
|
New
|
|
|
23
|
Mraz Amerine & Associates
Modesto,
California
|
$284K
|
–
|
–
|
–
|
|
|
24
|
NWAM LLC
Mercer Island,
Washington
|
$273K
|
+$274K
|
+51,836
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$236K
|
-$7.92K
|
-1,500
|
-3%
|
|
