|
1
|
|
$20.1M
|
+$13.6M
|
+471,900
|
+159%
|
|
|
2
|
Bard Financial Services
Branford,
Connecticut
|
$17.1M
|
+$1.32M
|
+46,009
|
+8%
|
|
|
3
|
Lazard Asset Management
New York
|
$11.8M
|
–
|
–
|
–
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$11.7M
|
+$4.8K
|
+167
|
+0%
|
|
|
5
|
Relative Value Partners Group
|
$10.3M
|
-$660K
|
-22,985
|
-6%
|
|
|
6
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$7.8M
|
+$536K
|
+18,680
|
+7%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.57M
|
+$50.7K
|
+1,764
|
+0.6%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.37M
|
-$469K
|
-16,348
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.7M
|
-$378K
|
-13,151
|
-5%
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$6.46M
|
-$2.58M
|
-89,942
|
-27%
|
|
|
11
|
Allspring Global Investments
Charlotte,
North Carolina
|
$6.26M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.59M
|
-$136K
|
-4,732
|
-3%
|
|
|
13
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$4.48M
|
+$105K
|
+3,658
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
+$19.8K
|
+691
|
+0.5%
|
|
|
15
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.1M
|
–
|
–
|
–
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$2.66M
|
-$2.03M
|
-70,774
|
-41%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.34M
|
+$511K
|
+17,788
|
+25%
|
|
|
18
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.16M
|
-$2.42M
|
-84,170
|
-100%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.06M
|
+$202K
|
+7,029
|
+10%
|
|
|
20
|
First Trust Advisors
Wheaton,
Illinois
|
$2M
|
-$4.8K
|
-167
|
-0.2%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.98M
|
–
|
–
|
–
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.92M
|
+$2.1M
|
+73,276
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.85M
|
+$99.1K
|
+3,451
|
+5%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.59M
|
+$196K
|
+6,825
|
+13%
|
|
|
25
|
RB Capital Management
Reno,
Nevada
|
$1.58M
|
+$19.2K
|
+668
|
+1%
|
|
