|
1
|
|
$16.1M
|
-$1.72M
|
-56,586
|
-10%
|
|
|
2
|
Bard Financial Services
Branford,
Connecticut
|
$14.9M
|
+$818K
|
+26,965
|
+6%
|
|
|
3
|
Lazard Asset Management
New York
|
$14.2M
|
–
|
–
|
–
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13.2M
|
+$123K
|
+4,041
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$138K
|
+4,562
|
+1%
|
|
|
6
|
Allspring Global Investments
Charlotte,
North Carolina
|
$9.86M
|
+$1.06M
|
+35,000
|
+13%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$8.34M
|
+$117K
|
+3,857
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.36M
|
-$678K
|
-22,347
|
-9%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.44M
|
-$71.7K
|
-2,366
|
-1%
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$5.14M
|
+$2.19M
|
+72,063
|
+80%
|
|
|
11
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$5.12M
|
-$63.1K
|
-2,080
|
-1%
|
|
|
12
|
Wolverine Asset Management
Chicago,
Illinois
|
$4.88M
|
+$584K
|
+19,270
|
+14%
|
|
|
13
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.41M
|
+$215K
|
+7,081
|
+5%
|
|
|
14
|
Saba Capital Management
New York
|
$4.18M
|
+$4M
|
+131,968
|
New
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.05M
|
+$67.2K
|
+2,217
|
+2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$3.11M
|
+$47.2K
|
+1,555
|
+2%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$2.95M
|
-$259K
|
-8,534
|
-8%
|
|
|
18
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.9M
|
-$102K
|
-3,373
|
-4%
|
|
|
19
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.89M
|
+$3.52K
|
+116
|
+0.1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$2.71M
|
+$83K
|
+2,736
|
+3%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$2.39M
|
–
|
–
|
–
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.3M
|
-$69.3K
|
-2,284
|
-3%
|
|
|
23
|
Platform Technology Partners
New York
|
$2M
|
+$46.2K
|
+1,522
|
+2%
|
|
|
24
|
First Trust Advisors
Wheaton,
Illinois
|
$1.98M
|
+$58K
|
+1,914
|
+3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$429K
|
+14,145
|
+29%
|
|
