|
1
|
Adams Diversified Equity Fund
Baltimore,
Maryland
|
$36.1M
|
–
|
–
|
–
|
|
|
2
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$11.8M
|
+$12M
|
+744,497
|
New
|
|
|
3
|
Lazard Asset Management
New York
|
$9.16M
|
-$21.9K
|
-1,364
|
-0.2%
|
|
|
4
|
CSS LLC
Chicago,
Illinois
|
$8.76M
|
-$55K
|
-3,420
|
-0.6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.3M
|
+$406K
|
+25,221
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.28M
|
-$5.31M
|
-330,139
|
-46%
|
|
|
7
|
|
$5.38M
|
+$131K
|
+8,148
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.89M
|
-$163K
|
-10,129
|
-3%
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$4.8M
|
+$173K
|
+10,761
|
+4%
|
|
|
10
|
Intrepid Family Office
Sarasota,
Florida
|
$3.42M
|
+$3.46M
|
+215,473
|
New
|
|
|
11
|
Ionic Capital Management
New York
|
$3.2M
|
-$501K
|
-31,184
|
-13%
|
|
|
12
|
North Star Asset Management
Neenah,
Wisconsin
|
$2.69M
|
-$13K
|
-810
|
-0.5%
|
|
|
13
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.27M
|
+$190K
|
+11,828
|
+9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2M
|
+$30.5K
|
+1,899
|
+2%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.81M
|
-$140K
|
-8,697
|
-7%
|
|
|
16
|
Quantedge Capital
Singapore
|
$1.59M
|
-$11K
|
-682
|
-0.7%
|
|
|
17
|
|
$1.44M
|
-$82K
|
-5,099
|
-5%
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$1.26M
|
+$10.6K
|
+662
|
+0.8%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.11M
|
+$734K
|
+45,650
|
+190%
|
|
|
20
|
|
$1.09M
|
+$85.6K
|
+5,326
|
+8%
|
|
|
21
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$1M
|
+$15.9K
|
+988
|
+2%
|
|
|
22
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$977K
|
+$77.8K
|
+4,839
|
+9%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$755K
|
+$44.3K
|
+2,755
|
+6%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$709K
|
+$510K
|
+31,702
|
+246%
|
|
|
25
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$653K
|
-$17.4K
|
-1,080
|
-3%
|
|
