|
1
|
Relative Value Partners Group
|
$25.6M
|
-$4.49M
|
-826,980
|
-15%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$12.1M
|
+$2.17M
|
+399,946
|
+22%
|
|
|
3
|
Northside Capital Management
Hood River,
Oregon
|
$8.09M
|
+$212K
|
+39,074
|
+3%
|
|
|
4
|
First Foundation Advisors
Irvine,
California
|
$6.91M
|
-$573K
|
-105,358
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.68M
|
-$70.7K
|
-13,010
|
-2%
|
|
|
6
|
|
$3M
|
+$492K
|
+90,538
|
+20%
|
|
|
7
|
|
$2.93M
|
-$2.32M
|
-427,644
|
-45%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.36M
|
+$2.02M
|
+370,914
|
+638%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.19M
|
+$499K
|
+91,830
|
+30%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$1.25M
|
+$1.24M
|
+228,215
|
New
|
|
|
11
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.15M
|
+$584K
|
+107,410
|
+107%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.1M
|
-$83.8K
|
-15,415
|
-7%
|
|
|
13
|
Merriman Wealth Management
Seattle,
Washington
|
$1.05M
|
-$6.38K
|
-1,173
|
-0.6%
|
|
|
14
|
WESCAP Management Group
Glendale,
California
|
$1.05M
|
-$543K
|
-99,863
|
-34%
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$851K
|
-$73.1K
|
-13,443
|
-8%
|
|
|
16
|
Brave Asset Management
Summit,
New Jersey
|
$829K
|
–
|
–
|
–
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$787K
|
–
|
–
|
–
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$746K
|
-$180K
|
-33,031
|
-20%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$640K
|
+$465K
|
+85,538
|
+277%
|
|
|
20
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$639K
|
–
|
–
|
–
|
|
|
21
|
|
$592K
|
-$117K
|
-21,600
|
-17%
|
|
|
22
|
Biltmore Family Office
Charlotte,
North Carolina
|
$361K
|
+$3.45K
|
+634
|
+1%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$358K
|
+$233K
|
+42,799
|
+191%
|
|
|
24
|
NWAM LLC
Mercer Island,
Washington
|
$257K
|
–
|
–
|
–
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$247K
|
+$244K
|
+44,950
|
New
|
|
