|
1
|
|
$14.1M
|
-$878K
|
-99,644
|
-6%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$9.75M
|
–
|
–
|
–
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$8.92M
|
+$7.22K
|
+819
|
+0.1%
|
|
|
4
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$7.7M
|
+$1.43M
|
+162,579
|
+21%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.6M
|
+$143K
|
+16,209
|
+2%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$5.08M
|
-$245K
|
-27,749
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.22M
|
-$1.33M
|
-150,602
|
-23%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.6M
|
+$41.6K
|
+4,723
|
+1%
|
|
|
9
|
Mraz Amerine & Associates
Modesto,
California
|
$3.6M
|
-$10.9K
|
-1,239
|
-0.3%
|
|
|
10
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.05M
|
-$34.9K
|
-3,961
|
-1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.47M
|
+$28.7K
|
+3,259
|
+1%
|
|
|
12
|
|
$2.45M
|
+$117K
|
+13,315
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.3M
|
+$803K
|
+91,059
|
+49%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$2.23M
|
-$37.1K
|
-4,215
|
-2%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$2.17M
|
+$1.05M
|
+118,924
|
+83%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2M
|
+$182K
|
+20,673
|
+9%
|
|
|
17
|
Bard Associates
Chicago,
Illinois
|
$1.97M
|
-$9.7K
|
-1,100
|
-0.5%
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.7M
|
+$33.7K
|
+3,819
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.43M
|
+$19K
|
+2,156
|
+1%
|
|
|
20
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.3M
|
-$158K
|
-17,901
|
-10%
|
|
|
21
|
Horizon Kinetics Asset Management
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
+$66.4K
|
+7,538
|
+6%
|
|
|
23
|
AQR Arbitrage
Greenwich,
Connecticut
|
$950K
|
+$401K
|
+45,469
|
+66%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$856K
|
+$115
|
+13
|
+0%
|
|
|
25
|
Moors & Cabot
Boston,
Massachusetts
|
$852K
|
+$20.1K
|
+2,284
|
+2%
|
|
