|
1
|
Relative Value Partners Group
|
$29.5M
|
+$1.92M
|
+356,369
|
+7%
|
|
|
2
|
Northside Capital Management
Hood River,
Oregon
|
$7.43M
|
+$804K
|
+149,389
|
+12%
|
|
|
3
|
|
$3.8M
|
+$232K
|
+43,165
|
+6%
|
|
|
4
|
WESCAP Management Group
Glendale,
California
|
$2.81M
|
-$85K
|
-15,782
|
-3%
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.62M
|
-$24K
|
-4,460
|
-0.9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.21M
|
+$148K
|
+27,430
|
+7%
|
|
|
7
|
|
$1.58M
|
-$144K
|
-26,785
|
-8%
|
|
|
8
|
Concert Wealth Management
San Jose,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
9
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.28M
|
+$434K
|
+80,579
|
+50%
|
|
|
10
|
Merriman Wealth Management
Seattle,
Washington
|
$1.08M
|
-$39.6K
|
-7,363
|
-4%
|
|
|
11
|
Brave Asset Management
Summit,
New Jersey
|
$890K
|
-$85.7K
|
-15,922
|
-9%
|
|
|
12
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$874K
|
–
|
–
|
–
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$758K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$617K
|
+$14.6K
|
+2,719
|
+2%
|
|
|
15
|
Lourd Capital
Beverly Hills,
California
|
$602K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$450K
|
-$26K
|
-4,832
|
-5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$401K
|
-$33.4K
|
-6,195
|
-8%
|
|
|
18
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$323K
|
–
|
–
|
–
|
|
|
19
|
Mraz Amerine & Associates
Modesto,
California
|
$312K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$287K
|
+$56.4K
|
+10,476
|
+24%
|
|
|
21
|
NWAM LLC
Mercer Island,
Washington
|
$271K
|
–
|
–
|
–
|
|
|
22
|
|
$268K
|
–
|
–
|
–
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$255K
|
+$2.69K
|
+500
|
+1%
|
|
|
24
|
Aviance Capital Partners
Naples,
Florida
|
$226K
|
+$229K
|
+42,600
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$196K
|
+$78.6K
|
+14,597
|
+65%
|
|
