|
1
|
Relative Value Partners Group
|
$29.4M
|
-$621K
|
-114,564
|
-2%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$9.47M
|
+$1.81M
|
+333,023
|
+23%
|
|
|
3
|
Northside Capital Management
Hood River,
Oregon
|
$7.55M
|
–
|
–
|
–
|
|
|
4
|
First Foundation Advisors
Irvine,
California
|
$7.17M
|
+$428K
|
+78,914
|
+6%
|
|
|
5
|
|
$5.06M
|
-$656K
|
-121,033
|
-11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.6M
|
+$596K
|
+109,947
|
+19%
|
|
|
7
|
|
$2.4M
|
-$352K
|
-64,979
|
-12%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.61M
|
+$944K
|
+174,096
|
+132%
|
|
|
9
|
WESCAP Management Group
Glendale,
California
|
$1.53M
|
-$110K
|
-20,294
|
-7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
+$62.3K
|
+11,486
|
+6%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$1.02M
|
-$96.7K
|
-17,829
|
-9%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$891K
|
-$296K
|
-54,562
|
-24%
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$886K
|
+$32.8K
|
+6,056
|
+4%
|
|
|
14
|
Brave Asset Management
Summit,
New Jersey
|
$795K
|
–
|
–
|
–
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$754K
|
–
|
–
|
–
|
|
|
16
|
|
$681K
|
–
|
–
|
–
|
|
|
17
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$612K
|
–
|
–
|
–
|
|
|
18
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$531K
|
+$128K
|
+23,525
|
+30%
|
|
|
19
|
Biltmore Family Office
Charlotte,
North Carolina
|
$346K
|
+$4.8K
|
+885
|
+1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$306K
|
+$6.58K
|
+1,214
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$258K
|
+$192K
|
+35,355
|
+259%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$257K
|
+$264K
|
+48,750
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$256K
|
+$607
|
+112
|
+0.2%
|
|
|
24
|
NWAM LLC
Mercer Island,
Washington
|
$246K
|
–
|
–
|
–
|
|
|
25
|
Mraz Amerine & Associates
Modesto,
California
|
$237K
|
–
|
–
|
–
|
|
