|
1
|
Relative Value Partners Group
|
$28.3M
|
-$4.12M
|
-777,333
|
-13%
|
|
|
2
|
Northside Capital Management
Hood River,
Oregon
|
$6.81M
|
+$92.7K
|
+17,508
|
+1%
|
|
|
3
|
|
$3.66M
|
+$112K
|
+21,207
|
+3%
|
|
|
4
|
WESCAP Management Group
Glendale,
California
|
$2.97M
|
+$32.8K
|
+6,192
|
+1%
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.71M
|
-$8.79K
|
-1,660
|
-0.3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.13M
|
+$303K
|
+57,160
|
+17%
|
|
|
7
|
|
$1.77M
|
-$50.9K
|
-9,617
|
-3%
|
|
|
8
|
Concert Wealth Management
San Jose,
California
|
$1.34M
|
–
|
–
|
–
|
|
|
9
|
Merriman Wealth Management
Seattle,
Washington
|
$1.14M
|
+$1.11M
|
+210,290
|
New
|
|
|
10
|
Brave Asset Management
Summit,
New Jersey
|
$1M
|
–
|
–
|
–
|
|
|
11
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$897K
|
-$477K
|
-90,000
|
-35%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$873K
|
+$840K
|
+158,630
|
+9,023%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$778K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$619K
|
-$1.32K
|
-249
|
-0.2%
|
|
|
15
|
Lourd Capital
Beverly Hills,
California
|
$617K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$488K
|
-$46.9K
|
-8,865
|
-9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$442K
|
-$458K
|
-86,576
|
-52%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$359K
|
-$197K
|
-37,237
|
-36%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$336K
|
-$195K
|
-36,761
|
-35%
|
|
|
20
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$330K
|
+$75K
|
+14,170
|
+30%
|
|
|
21
|
Mraz Amerine & Associates
Modesto,
California
|
$321K
|
+$26.5K
|
+5,000
|
+9%
|
|
|
22
|
NWAM LLC
Mercer Island,
Washington
|
$278K
|
-$3.63K
|
-686
|
-1%
|
|
|
23
|
|
$275K
|
-$24.4K
|
-4,600
|
-8%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$268K
|
+$174K
|
+32,949
|
+201%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$259K
|
+$43.4K
|
+8,200
|
+21%
|
|
