|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$17.3M
|
+$89.5K
|
+9,400
|
+0.5%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$5.89M
|
–
|
–
|
–
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.56M
|
-$1.13M
|
-118,526
|
-30%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$2.34M
|
+$595K
|
+62,458
|
+32%
|
|
|
5
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$2.19M
|
+$149K
|
+15,685
|
+7%
|
|
|
6
|
Lazard Asset Management
New York
|
$1.73M
|
–
|
–
|
–
|
|
|
7
|
|
$1.36M
|
+$40.4K
|
+4,247
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$456K
|
-$84.2K
|
-8,841
|
-15%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$443K
|
-$58.6K
|
-6,151
|
-11%
|
|
|
10
|
Wolverine Asset Management
Chicago,
Illinois
|
$339K
|
+$313K
|
+32,862
|
+785%
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
$300K
|
–
|
–
|
–
|
|
|
12
|
Relative Value Partners Group
|
$197K
|
+$3K
|
+315
|
+1%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$184K
|
+$117K
|
+12,303
|
+159%
|
|
|
14
|
City of London Investment Management
London,
United Kingdom
|
$129K
|
+$135K
|
+14,200
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$127K
|
+$26.5K
|
+2,778
|
+25%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$40K
|
-$139K
|
-14,601
|
-77%
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$7K
|
+$943
|
+99
|
+15%
|
|
|
19
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$7K
|
+$1.06K
|
+111
|
+18%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
21
|
Focused Wealth Management
Newburgh,
New York
|
$5K
|
+$648
|
+68
|
+15%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
+$114
|
+12
|
+14%
|
|
|
23
|
Widmann Financial Services
Bowie,
Maryland
|
–
|
-$20K
|
-2,000
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$16K
|
-1,547
|
Closed
|
|
|
25
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$4K
|
-447
|
Closed
|
|
