|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.4M
|
+$177K
|
+22,307
|
+3%
|
|
|
2
|
Matisse Capital
Portland,
Oregon
|
$4.19M
|
-$23.8K
|
-3,000
|
-0.6%
|
|
|
3
|
|
$3.84M
|
-$1.22M
|
-154,063
|
-25%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$2.33M
|
+$9.53K
|
+1,200
|
+0.4%
|
|
|
5
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1.52M
|
+$205K
|
+25,773
|
+16%
|
|
|
6
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.39M
|
+$299K
|
+37,610
|
+28%
|
|
|
7
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.21M
|
+$16.7K
|
+2,102
|
+1%
|
|
|
8
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.14M
|
-$337K
|
-42,437
|
-23%
|
|
|
9
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$956K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$591K
|
+$156K
|
+19,663
|
+37%
|
|
|
11
|
Zuckerman Investment Group
Chicago,
Illinois
|
$526K
|
+$409K
|
+51,541
|
+390%
|
|
|
12
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$514K
|
+$238K
|
+30,000
|
+90%
|
|
|
13
|
Geode Capital Management
Boston,
Massachusetts
|
$507K
|
+$496K
|
+62,446
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$418K
|
+$98K
|
+12,341
|
+32%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$385K
|
-$27.3K
|
-3,435
|
-7%
|
|
|
16
|
Grace & White Inc
Ny,
New York
|
$377K
|
–
|
–
|
–
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$362K
|
+$22.9K
|
+2,891
|
+7%
|
|
|
18
|
Doliver Advisors
Houston,
Texas
|
$332K
|
-$48.3K
|
-6,085
|
-13%
|
|
|
19
|
Sentinel Trust
Houston,
Texas
|
$232K
|
-$424K
|
-53,454
|
-65%
|
|
|
20
|
Shaker Financial Services
Arlington,
Virginia
|
$214K
|
+$210K
|
+26,391
|
New
|
|
|
21
|
Round Table Services
Westfield,
New Jersey
|
$210K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$198K
|
+$19.6K
|
+2,467
|
+11%
|
|
|
23
|
Rothschild Investment LLC
Chicago,
Illinois
|
$170K
|
+$36.7K
|
+4,618
|
+28%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$164K
|
-$6.49K
|
-818
|
-4%
|
|
|
25
|
CSS LLC
Chicago,
Illinois
|
$143K
|
-$7.94K
|
-1,000
|
-5%
|
|
