|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$18.9M
|
+$308K
|
+8,997
|
+2%
|
|
|
2
|
Bard Financial Services
Branford,
Connecticut
|
$18.2M
|
+$544K
|
+15,887
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
+$789K
|
+23,055
|
+5%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15.1M
|
-$50K
|
-1,461
|
-0.3%
|
|
|
5
|
Lazard Asset Management
New York
|
$14.5M
|
–
|
–
|
–
|
|
|
6
|
Relative Value Partners Group
|
$13.3M
|
+$2.19K
|
+64
|
+0%
|
|
|
7
|
|
$11.6M
|
+$76.6K
|
+2,236
|
+0.6%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.38M
|
-$351K
|
-10,242
|
-4%
|
|
|
9
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$9.35M
|
-$474K
|
-13,853
|
-5%
|
|
|
10
|
Cornerstone Advisors
Asheville,
North Carolina
|
$8.6M
|
+$1.64M
|
+48,040
|
+23%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.66M
|
-$147K
|
-4,291
|
-2%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$7.57M
|
+$150K
|
+4,387
|
+2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.24M
|
+$32K
|
+936
|
+0.5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$5.56M
|
-$43.1K
|
-1,260
|
-0.8%
|
|
|
15
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$5.4M
|
+$11.8K
|
+345
|
+0.2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.88M
|
-$144K
|
-4,193
|
-3%
|
|
|
17
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$4.01M
|
–
|
–
|
–
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$3.88M
|
+$2.27M
|
+66,369
|
+133%
|
|
|
19
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$2.52M
|
–
|
–
|
–
|
|
|
20
|
First Trust Advisors
Wheaton,
Illinois
|
$2.49M
|
+$46.7K
|
+1,364
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
+$94.4K
|
+2,757
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.94M
|
+$65.8K
|
+1,921
|
+3%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.92M
|
+$239K
|
+6,995
|
+14%
|
|
|
24
|
RB Capital Management
Reno,
Nevada
|
$1.82M
|
+$31.8K
|
+930
|
+2%
|
|
|
25
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.67M
|
-$11.6K
|
-338
|
-0.7%
|
|
