|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$5.38M
|
+$163K
|
+14,816
|
+3%
|
|
|
2
|
|
$5.08M
|
-$257K
|
-23,391
|
-5%
|
|
|
3
|
Matisse Capital
Portland,
Oregon
|
$3.5M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.1M
|
-$365K
|
-33,251
|
-10%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$1.35M
|
-$7.67K
|
-699
|
-0.5%
|
|
|
6
|
Aristides Capital
Louisville,
Kentucky
|
$1.25M
|
+$101K
|
+9,233
|
+8%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.24M
|
+$1.17M
|
+106,269
|
+966%
|
|
|
8
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.14M
|
-$941K
|
-85,699
|
-44%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$949K
|
-$30.9K
|
-2,820
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$838K
|
+$133K
|
+12,160
|
+18%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$637K
|
+$340K
|
+30,995
|
+106%
|
|
|
12
|
6 Meridian
Wichita,
Kansas
|
$550K
|
-$52.4K
|
-4,774
|
-8%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$535K
|
+$365K
|
+33,289
|
+191%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$447K
|
-$20.9K
|
-1,905
|
-4%
|
|
|
15
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$441K
|
–
|
–
|
–
|
|
|
16
|
Partnervest Advisory Services
Santa Barbara,
California
|
$393K
|
-$49.5K
|
-4,509
|
-11%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$379K
|
+$91.6K
|
+8,350
|
+30%
|
|
|
18
|
|
$314K
|
-$107K
|
-9,719
|
-25%
|
|
|
19
|
Oppenheimer & Co
New York
|
$227K
|
+$735
|
+67
|
+0.3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$216K
|
-$33.5K
|
-3,050
|
-13%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$211K
|
+$220K
|
+20,000
|
New
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$205K
|
+$757
|
+69
|
+0.4%
|
|
|
23
|
Lindbrook Capital
Calabasas,
California
|
$3K
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$2K
|
–
|
–
|
–
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$1.06K
|
–
|
–
|
–
|
|
