|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$19M
|
+$481K
|
+14,205
|
+3%
|
|
|
2
|
Bard Financial Services
Branford,
Connecticut
|
$18.1M
|
+$42.1K
|
+1,243
|
+0.2%
|
|
|
3
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15.5M
|
-$1.17M
|
-34,529
|
-7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$15M
|
-$718K
|
-21,189
|
-5%
|
|
|
5
|
Lazard Asset Management
New York
|
$14.8M
|
–
|
–
|
–
|
|
|
6
|
Relative Value Partners Group
|
$13.6M
|
-$1.71M
|
-50,456
|
-11%
|
|
|
7
|
|
$11.7M
|
+$542K
|
+15,996
|
+5%
|
|
|
8
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$10M
|
-$595K
|
-17,559
|
-6%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.93M
|
-$383K
|
-11,294
|
-4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.97M
|
+$8.88K
|
+262
|
+0.1%
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$7.58M
|
+$3.34M
|
+98,570
|
+80%
|
|
|
12
|
Cornerstone Advisors
Asheville,
North Carolina
|
$7.14M
|
+$1.2M
|
+35,389
|
+20%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.34M
|
+$242K
|
+7,156
|
+4%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$5.72M
|
+$277K
|
+8,187
|
+5%
|
|
|
15
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$5.5M
|
+$45.4K
|
+1,340
|
+0.8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.12M
|
+$17.2K
|
+508
|
+0.3%
|
|
|
17
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$4.03M
|
–
|
–
|
–
|
|
|
18
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$2.57M
|
+$2.56M
|
+75,513
|
New
|
|
|
19
|
First Trust Advisors
Wheaton,
Illinois
|
$2.49M
|
-$30.9K
|
-913
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.2M
|
+$15.7K
|
+462
|
+0.7%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.92M
|
+$43.2K
|
+1,276
|
+2%
|
|
|
22
|
RB Capital Management
Reno,
Nevada
|
$1.83M
|
+$42.6K
|
+1,257
|
+2%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.72M
|
+$87.3K
|
+2,578
|
+5%
|
|
|
24
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.72M
|
+$644
|
+19
|
+0%
|
|
|
25
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.7M
|
+$316K
|
+9,329
|
+23%
|
|
