|
1
|
Relative Value Partners Group
|
$30.5M
|
+$865K
|
+163,810
|
+3%
|
|
|
2
|
Northside Capital Management
Hood River,
Oregon
|
$8.99M
|
+$1.51M
|
+286,002
|
+20%
|
|
|
3
|
|
$3.51M
|
-$305K
|
-57,730
|
-8%
|
|
|
4
|
WESCAP Management Group
Glendale,
California
|
$2.8M
|
-$27.4K
|
-5,196
|
-1%
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.72M
|
+$80.7K
|
+15,290
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.66M
|
+$424K
|
+80,428
|
+19%
|
|
|
7
|
|
$1.54M
|
-$50.8K
|
-9,627
|
-3%
|
|
|
8
|
Concert Wealth Management
San Jose,
California
|
$1.32M
|
+$12.7K
|
+2,400
|
+1%
|
|
|
9
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.13M
|
-$149K
|
-28,142
|
-12%
|
|
|
10
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$952K
|
+$72.8K
|
+13,800
|
+8%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$899K
|
+$890K
|
+168,635
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$843K
|
+$220K
|
+41,686
|
+36%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$763K
|
–
|
–
|
–
|
|
|
14
|
Brave Asset Management
Summit,
New Jersey
|
$643K
|
-$249K
|
-47,198
|
-28%
|
|
|
15
|
Lourd Capital
Beverly Hills,
California
|
$605K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$436K
|
-$16.1K
|
-3,052
|
-4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$396K
|
-$2.3K
|
-436
|
-0.6%
|
|
|
18
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$324K
|
–
|
–
|
–
|
|
|
19
|
Mraz Amerine & Associates
Modesto,
California
|
$314K
|
–
|
–
|
–
|
|
|
20
|
Aviance Capital Partners
Naples,
Florida
|
$303K
|
+$74.9K
|
+14,201
|
+33%
|
|
|
21
|
Curi RMB Capital
Chicago,
Illinois
|
$289K
|
+$286K
|
+54,282
|
New
|
|
|
22
|
NWAM LLC
Mercer Island,
Washington
|
$273K
|
–
|
–
|
–
|
|
|
23
|
|
$258K
|
-$11.6K
|
-2,200
|
-4%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$252K
|
-$5.28K
|
-1,000
|
-2%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$242K
|
-$46K
|
-8,714
|
-16%
|
|
