|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$17.6M
|
+$11.1M
|
+358,944
|
+194%
|
|
|
2
|
Bard Financial Services
Branford,
Connecticut
|
$17.1M
|
-$149K
|
-4,807
|
-0.9%
|
|
|
3
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15.8M
|
+$110K
|
+3,549
|
+0.7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$306K
|
+9,915
|
+2%
|
|
|
5
|
Relative Value Partners Group
|
$14.6M
|
-$158K
|
-5,101
|
-1%
|
|
|
6
|
Lazard Asset Management
New York
|
$14M
|
–
|
–
|
–
|
|
|
7
|
|
$10.6M
|
+$597K
|
+19,328
|
+6%
|
|
|
8
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$10.1M
|
-$92.4K
|
-2,991
|
-1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.81M
|
-$2.51M
|
-81,286
|
-21%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.58M
|
-$155K
|
-5,028
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.8M
|
-$1.08M
|
-34,990
|
-16%
|
|
|
12
|
Cornerstone Advisors
Asheville,
North Carolina
|
$5.65M
|
+$5.38M
|
+174,145
|
New
|
|
|
13
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$5.19M
|
-$12.4K
|
-400
|
-0.2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$5.17M
|
-$161K
|
-5,207
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.86M
|
-$32K
|
-1,036
|
-0.7%
|
|
|
16
|
Shaker Financial Services
Arlington,
Virginia
|
$4.01M
|
+$2.82M
|
+91,210
|
+281%
|
|
|
17
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.84M
|
–
|
–
|
–
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$2.4M
|
-$37.3K
|
-1,207
|
-2%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.4M
|
+$1.89K
|
+61
|
+0.1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.08M
|
-$18K
|
-583
|
-0.9%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.78M
|
+$58.7K
|
+1,900
|
+4%
|
|
|
22
|
RB Capital Management
Reno,
Nevada
|
$1.7M
|
-$1.89K
|
-61
|
-0.1%
|
|
|
23
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.63M
|
+$50.6K
|
+1,639
|
+3%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.55M
|
+$133K
|
+4,289
|
+10%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.47M
|
-$20.9K
|
-676
|
-1%
|
|
