|
1
|
|
$26M
|
+$3.11M
|
+333,082
|
+12%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$8.45M
|
+$1.68M
|
+180,130
|
+22%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.56M
|
+$183K
|
+19,589
|
+2%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$7.39M
|
-$684K
|
-73,222
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.91M
|
-$470K
|
-50,283
|
-6%
|
|
|
6
|
Allspring Global Investments
Charlotte,
North Carolina
|
$5.78M
|
–
|
–
|
–
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$4.56M
|
+$422K
|
+45,145
|
+9%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$4.07M
|
-$630K
|
-67,447
|
-12%
|
|
|
9
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.9M
|
-$22.3K
|
-2,382
|
-0.5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.19M
|
+$212K
|
+22,685
|
+6%
|
|
|
11
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.95M
|
+$136K
|
+14,564
|
+4%
|
|
|
12
|
Mraz Amerine & Associates
Modesto,
California
|
$2.64M
|
+$1.28M
|
+137,495
|
+77%
|
|
|
13
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.53M
|
–
|
–
|
–
|
|
|
14
|
|
$2.32M
|
+$54.6K
|
+5,847
|
+2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.08M
|
-$872K
|
-93,333
|
-27%
|
|
|
16
|
Bard Associates
Chicago,
Illinois
|
$2.06M
|
-$13.5K
|
-1,450
|
-0.6%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$2.03M
|
+$104K
|
+11,136
|
+5%
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.86M
|
-$130K
|
-13,903
|
-6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.31M
|
+$171K
|
+18,283
|
+13%
|
|
|
20
|
Horizon Kinetics Asset Management
New York
|
$1.21M
|
-$559K
|
-59,805
|
-29%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.05M
|
+$20.3K
|
+2,174
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
+$31K
|
+3,322
|
+3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
+$86.2K
|
+9,224
|
+8%
|
|
|
24
|
City of London Investment Management
London,
United Kingdom
|
$986K
|
–
|
–
|
–
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$840K
|
+$939K
|
+100,485
|
New
|
|
