|
1
|
Relative Value Partners Group
|
$32.6M
|
+$955K
|
+172,856
|
+3%
|
|
|
2
|
Northside Capital Management
Hood River,
Oregon
|
$8.53M
|
-$2.76K
|
-500
|
-0%
|
|
|
3
|
|
$4.54M
|
+$605K
|
+109,597
|
+16%
|
|
|
4
|
First Foundation Advisors
Irvine,
California
|
$3.88M
|
+$865K
|
+156,643
|
+29%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.43M
|
+$526K
|
+95,179
|
+19%
|
|
|
6
|
|
$3.1M
|
-$732K
|
-132,589
|
-19%
|
|
|
7
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.82M
|
–
|
–
|
–
|
|
|
8
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.78M
|
+$2.72M
|
+492,619
|
New
|
|
|
9
|
WESCAP Management Group
Glendale,
California
|
$2.64M
|
-$6.1K
|
-1,104
|
-0.2%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$1.39M
|
+$1.35M
|
+245,375
|
New
|
|
|
11
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.15M
|
+$22.1K
|
+4,000
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.12M
|
-$19.9K
|
-3,604
|
-2%
|
|
|
13
|
Brave Asset Management
Summit,
New Jersey
|
$918K
|
-$16.6K
|
-3,000
|
-2%
|
|
|
14
|
Fiduciary Trust
Boston,
Massachusetts
|
$807K
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$682K
|
+$180K
|
+32,668
|
+37%
|
|
|
16
|
Lourd Capital
Beverly Hills,
California
|
$642K
|
+$1.88K
|
+340
|
+0.3%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$554K
|
-$50.9K
|
-9,214
|
-9%
|
|
|
18
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$517K
|
+$88.6K
|
+16,045
|
+21%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$488K
|
+$217K
|
+39,377
|
+83%
|
|
|
20
|
Aviance Capital Partners
Naples,
Florida
|
$477K
|
+$14.2K
|
+2,563
|
+3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$451K
|
-$46.5K
|
-8,413
|
-10%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$449K
|
-$32K
|
-5,793
|
-7%
|
|
|
23
|
Mraz Amerine & Associates
Modesto,
California
|
$332K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$303K
|
+$85K
|
+15,395
|
+40%
|
|
|
25
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$289K
|
+$12K
|
+2,177
|
+4%
|
|
