|
1
|
Relative Value Partners Group
|
$10.4M
|
-$1.49M
|
-57,029
|
-10%
|
|
|
2
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$10.4M
|
-$917K
|
-35,110
|
-7%
|
|
|
3
|
Lazard Asset Management
New York
|
$9.07M
|
+$131K
|
+5,000
|
+1%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.65M
|
-$579K
|
-22,171
|
-5%
|
|
|
5
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$7.12M
|
+$602K
|
+23,060
|
+7%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.94M
|
+$52.4K
|
+2,007
|
+0.7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.86M
|
-$235K
|
-9,013
|
-3%
|
|
|
8
|
|
$5.38M
|
+$553K
|
+21,163
|
+9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.81M
|
+$1.46M
|
+56,012
|
+32%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.77M
|
+$580K
|
+22,205
|
+11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$4.68M
|
-$2.19M
|
-83,906
|
-27%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$4.39M
|
+$3.69M
|
+141,165
|
+206%
|
|
|
13
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$2.37M
|
+$243K
|
+9,300
|
+9%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.35M
|
+$383K
|
+14,645
|
+15%
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.07M
|
+$2.59M
|
+99,220
|
New
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$1.8M
|
–
|
–
|
–
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$1.79M
|
-$169K
|
-6,465
|
-7%
|
|
|
18
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.59M
|
–
|
–
|
–
|
|
|
19
|
Karpus Investment Management
Pittsford,
New York
|
$1.59M
|
+$1.99M
|
+76,148
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
-$341K
|
-13,053
|
-17%
|
|
|
21
|
RB Capital Management
Reno,
Nevada
|
$1.1M
|
+$78.9K
|
+3,020
|
+6%
|
|
|
22
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$912K
|
+$45.4K
|
+1,736
|
+4%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$873K
|
+$5.28K
|
+202
|
+0.5%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$841K
|
–
|
–
|
–
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$807K
|
-$251K
|
-9,600
|
-20%
|
|
