|
1
|
|
$62.3M
|
+$3.71M
|
+230,220
|
+6%
|
|
|
2
|
Lazard Asset Management
New York
|
$53.7M
|
–
|
–
|
–
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$36.5M
|
+$662K
|
+41,100
|
+2%
|
|
|
4
|
|
$16.6M
|
-$177K
|
-11,000
|
-1%
|
|
|
5
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$16.5M
|
+$218K
|
+13,508
|
+1%
|
|
|
6
|
Cornerstone Advisors
Asheville,
North Carolina
|
$12.9M
|
-$1.72M
|
-106,500
|
-11%
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$11.8M
|
+$3.32M
|
+205,900
|
+34%
|
|
|
8
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$9.23M
|
-$370K
|
-22,977
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.47M
|
+$625K
|
+38,769
|
+7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.83M
|
-$303K
|
-18,800
|
-3%
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$6.72M
|
+$490K
|
+30,419
|
+7%
|
|
|
12
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$6.15M
|
–
|
–
|
–
|
|
|
13
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$5.3M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.17M
|
-$1.41M
|
-87,667
|
-20%
|
|
|
15
|
Waterfront Wealth
Overland Park,
Kansas
|
$4.98M
|
+$247K
|
+15,342
|
+5%
|
|
|
16
|
Bensler
Bellevue,
Washington
|
$4.6M
|
+$223K
|
+13,834
|
+5%
|
|
|
17
|
Quantedge Capital
Singapore
|
$4.53M
|
+$295K
|
+18,300
|
+6%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.3M
|
+$452K
|
+28,021
|
+10%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.92M
|
+$1.88M
|
+116,707
|
+77%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.74M
|
+$26.4K
|
+1,640
|
+0.6%
|
|
|
21
|
City of London Investment Management
London,
United Kingdom
|
$3.7M
|
+$740K
|
+45,900
|
+22%
|
|
|
22
|
Intrepid Family Office
Sarasota,
Florida
|
$3.5M
|
-$113K
|
-7,000
|
-3%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.32M
|
-$381K
|
-23,658
|
-9%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$3.29M
|
+$63.3K
|
+3,929
|
+2%
|
|
|
25
|
Clough Capital Partners
Boston,
Massachusetts
|
$2.98M
|
+$3.3M
|
+204,500
|
New
|
|
