|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$13.5M
|
+$90.3K
|
+11,200
|
+0.6%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.59M
|
-$2.17K
|
-269
|
-0%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$1.85M
|
+$31.7K
|
+3,925
|
+2%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.84M
|
-$165K
|
-20,477
|
-7%
|
|
|
5
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$1.82M
|
+$125K
|
+15,540
|
+6%
|
|
|
6
|
Lazard Asset Management
New York
|
$1.35M
|
–
|
–
|
–
|
|
|
7
|
|
$936K
|
-$139K
|
-17,205
|
-12%
|
|
|
8
|
Matisse Capital
Portland,
Oregon
|
$345K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$283K
|
-$81.5K
|
-10,108
|
-20%
|
|
|
10
|
Gabelli Funds
Rye,
New York
|
$234K
|
–
|
–
|
–
|
|
|
11
|
Relative Value Partners Group
|
$170K
|
+$5.55K
|
+688
|
+3%
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$140K
|
-$3.9K
|
-484
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105K
|
+$5.9K
|
+732
|
+5%
|
|
|
14
|
City of London Investment Management
London,
United Kingdom
|
$102K
|
–
|
–
|
–
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$78K
|
-$210K
|
-26,034
|
-70%
|
|
|
16
|
Almitas Capital
Santa Monica,
California
|
$38K
|
+$41.9K
|
+5,200
|
New
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$9K
|
-$25K
|
-3,094
|
-71%
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$6K
|
+$605
|
+75
|
+10%
|
|
|
20
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$5.8K
|
+719
|
New
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
+$411
|
+51
|
+10%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
+$3.04K
|
+377
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
+$73
|
+9
|
+9%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$5.52K
|
-684
|
Closed
|
|
