|
1
|
|
$29.3M
|
+$6.57M
|
+627,208
|
+29%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$10.1M
|
-$1.56M
|
-149,238
|
-13%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.31M
|
+$427K
|
+40,729
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.22M
|
-$657K
|
-62,640
|
-7%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$8.9M
|
+$132K
|
+12,593
|
+2%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$8.74M
|
-$62.1K
|
-5,921
|
-0.7%
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.27M
|
+$523K
|
+49,905
|
+8%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$5.83M
|
-$1.98M
|
-188,506
|
-25%
|
|
|
9
|
Shaker Financial Services
Arlington,
Virginia
|
$5.26M
|
+$943K
|
+89,924
|
+22%
|
|
|
10
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4.93M
|
+$2.34K
|
+223
|
+0%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.78M
|
+$299K
|
+28,566
|
+9%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.59M
|
+$573K
|
+54,659
|
+19%
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.56M
|
+$112K
|
+10,707
|
+3%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.14M
|
–
|
–
|
–
|
|
|
15
|
|
$2.86M
|
+$12.6K
|
+1,205
|
+0.4%
|
|
|
16
|
Bard Associates
Chicago,
Illinois
|
$2.61M
|
-$53.5K
|
-5,100
|
-2%
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.49M
|
-$56.8K
|
-5,423
|
-2%
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$2.44M
|
-$121K
|
-11,512
|
-5%
|
|
|
19
|
Horizon Kinetics Asset Management
New York
|
$2.15M
|
-$88.5K
|
-8,439
|
-4%
|
|
|
20
|
Mraz Amerine & Associates
Modesto,
California
|
$1.88M
|
+$583K
|
+55,637
|
+45%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.46M
|
-$50.5K
|
-4,817
|
-3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.3M
|
+$19.9K
|
+1,895
|
+2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.28M
|
+$151K
|
+14,436
|
+13%
|
|
|
24
|
City of London Investment Management
London,
United Kingdom
|
$1.24M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.17M
|
+$78.5K
|
+7,489
|
+7%
|
|
