|
1
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12.7M
|
+$35.7K
|
+1,371
|
+0.3%
|
|
|
2
|
Relative Value Partners Group
|
$12.1M
|
-$22.1K
|
-851
|
-0.2%
|
|
|
3
|
Lazard Asset Management
New York
|
$11.2M
|
–
|
–
|
–
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
-$566K
|
-21,741
|
-5%
|
|
|
5
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$8.44M
|
-$372K
|
-14,311
|
-4%
|
|
|
6
|
|
$8.07M
|
+$413K
|
+15,872
|
+5%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.8M
|
-$547K
|
-20,998
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.27M
|
+$241K
|
+9,264
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.26M
|
-$30.3K
|
-1,166
|
-0.6%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.94M
|
-$733K
|
-28,158
|
-13%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.52M
|
-$996K
|
-38,274
|
-18%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$4.39M
|
-$1.33M
|
-51,095
|
-23%
|
|
|
13
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$3.79M
|
+$534K
|
+20,508
|
+16%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.27M
|
+$197K
|
+7,562
|
+6%
|
|
|
15
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.08M
|
–
|
–
|
–
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$2.23M
|
–
|
–
|
–
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$2.02M
|
-$98.5K
|
-3,786
|
-5%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.88M
|
+$216K
|
+8,305
|
+13%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.86M
|
+$13.6K
|
+523
|
+0.7%
|
|
|
20
|
RB Capital Management
Reno,
Nevada
|
$1.42M
|
-$7.91K
|
-304
|
-0.6%
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
$1.3M
|
-$149K
|
-5,710
|
-10%
|
|
|
22
|
Matisse Capital
Portland,
Oregon
|
$1.3M
|
–
|
–
|
–
|
|
|
23
|
AQR Arbitrage
Greenwich,
Connecticut
|
$1.19M
|
+$321K
|
+12,340
|
+37%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$53.8K
|
+2,068
|
+5%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.09M
|
+$53.8K
|
+2,067
|
+5%
|
|
