|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$19.4M
|
-$944K
|
-84,081
|
-4%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$6.67M
|
+$7.22M
|
+642,917
|
New
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.12M
|
-$9.37K
|
-834
|
-0.2%
|
|
|
4
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$2.32M
|
+$2.25K
|
+200
|
+0.1%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$2M
|
-$654K
|
-58,256
|
-23%
|
|
|
6
|
Lazard Asset Management
New York
|
$1.96M
|
+$373K
|
+33,255
|
+21%
|
|
|
7
|
|
$1.49M
|
-$41.9K
|
-3,728
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$607K
|
–
|
–
|
–
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$565K
|
+$612K
|
+54,493
|
New
|
|
|
10
|
Gabelli Funds
Rye,
New York
|
$339K
|
–
|
–
|
–
|
|
|
11
|
Relative Value Partners Group
|
$238K
|
-$17.5K
|
-1,561
|
-7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$196K
|
+$29.2K
|
+2,600
|
+16%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
-$30.4K
|
-2,707
|
-20%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$80K
|
+$25.1K
|
+2,236
|
+40%
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$43K
|
-$524K
|
-46,680
|
-92%
|
|
|
16
|
North Star Investment Management
Chicago,
Illinois
|
$30K
|
–
|
–
|
–
|
|
|
17
|
Widmann Financial Services
Bowie,
Maryland
|
$20K
|
+$22.5K
|
+2,000
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$16K
|
+$6.8K
|
+606
|
+64%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$7K
|
-$7.17M
|
-638,486
|
-100%
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$7K
|
+$7.32K
|
+652
|
New
|
|
|
21
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$4K
|
+$5.02K
|
+447
|
New
|
|
|
24
|
AHL Investment Management
Winter Park,
Florida
|
$3K
|
+$3.37K
|
+300
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
–
|
–
|
–
|
|
