|
1
|
|
$17.9M
|
-$81.2K
|
-2,563
|
-0.5%
|
|
|
2
|
Bard Financial Services
Branford,
Connecticut
|
$16.1M
|
-$757K
|
-23,880
|
-5%
|
|
|
3
|
Lazard Asset Management
New York
|
$14.9M
|
–
|
–
|
–
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$14.6M
|
+$486K
|
+15,350
|
+4%
|
|
|
5
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13.6M
|
+$180K
|
+5,680
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.46M
|
-$453K
|
-14,288
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.37M
|
-$191K
|
-6,017
|
-2%
|
|
|
8
|
HTLF Bank
Denver,
Colorado
|
$7.39M
|
-$96.7K
|
-3,052
|
-1%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.37M
|
+$7.16M
|
+226,093
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.82M
|
-$2.85M
|
-89,975
|
-30%
|
|
|
11
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$5.56M
|
+$10.9K
|
+345
|
+0.2%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$5.32M
|
+$2.1M
|
+66,148
|
+70%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.59M
|
-$2.54M
|
-80,273
|
-37%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.13M
|
+$295K
|
+9,315
|
+8%
|
|
|
15
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.09M
|
-$442K
|
-13,955
|
-10%
|
|
|
16
|
Cornerstone Advisors
Asheville,
North Carolina
|
$4.06M
|
-$1.41M
|
-44,463
|
-27%
|
|
|
17
|
Wolverine Asset Management
Chicago,
Illinois
|
$3.99M
|
+$2.14M
|
+67,577
|
+127%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$3.41M
|
+$3.27M
|
+103,243
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$3.13M
|
-$143K
|
-4,502
|
-5%
|
|
|
20
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.92M
|
-$46.6K
|
-1,471
|
-2%
|
|
|
21
|
Landscape Capital Management
Englewood,
New Jersey
|
$2.81M
|
+$1.15M
|
+36,329
|
+75%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.69M
|
+$11.4K
|
+360
|
+0.4%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.51M
|
+$20.2K
|
+639
|
+0.8%
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$2.49M
|
–
|
–
|
–
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.14M
|
+$22.8K
|
+720
|
+1%
|
|
