|
1
|
Bard Financial Services
Branford,
Connecticut
|
$18.8M
|
+$499K
|
+16,094
|
+3%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$16.6M
|
-$1.85M
|
-59,638
|
-10%
|
|
|
3
|
Lazard Asset Management
New York
|
$13.9M
|
+$212K
|
+6,840
|
+2%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13.8M
|
-$153K
|
-4,942
|
-1%
|
|
|
5
|
Relative Value Partners Group
|
$11.9M
|
-$273K
|
-8,804
|
-2%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$10.4M
|
+$6.92M
|
+223,476
|
+197%
|
|
|
7
|
Cornerstone Advisors
Asheville,
North Carolina
|
$9.22M
|
+$5.52M
|
+178,010
|
+160%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.19M
|
+$1.63M
|
+52,702
|
+21%
|
|
|
9
|
|
$9.15M
|
-$2.91M
|
-94,052
|
-24%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.87M
|
-$222K
|
-7,155
|
-2%
|
|
|
11
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$8.62M
|
+$37.6K
|
+1,214
|
+0.4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.3M
|
+$524K
|
+16,918
|
+7%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.38M
|
+$710K
|
+22,926
|
+11%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.56M
|
-$141K
|
-4,546
|
-2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$5.31M
|
+$83.2K
|
+2,686
|
+2%
|
|
|
16
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$5.17M
|
+$195K
|
+6,279
|
+4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.55M
|
-$119K
|
-3,836
|
-3%
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$4.49M
|
+$2.61M
|
+84,207
|
+137%
|
|
|
19
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.6M
|
–
|
–
|
–
|
|
|
20
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.81M
|
–
|
–
|
–
|
|
|
21
|
First Trust Advisors
Wheaton,
Illinois
|
$2.37M
|
-$80.8K
|
-2,607
|
-3%
|
|
|
22
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$2.33M
|
–
|
–
|
–
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.21M
|
+$306K
|
+9,871
|
+16%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.21M
|
+$141K
|
+4,566
|
+7%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.06M
|
+$292K
|
+9,429
|
+16%
|
|
