|
1
|
|
$57.2M
|
-$5.2M
|
-343,302
|
-8%
|
|
|
2
|
Lazard Asset Management
New York
|
$53.6M
|
–
|
–
|
–
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$36.5M
|
+$15.1K
|
+1,000
|
+0%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$20.6M
|
+$9.26M
|
+611,675
|
+76%
|
|
|
5
|
Atlas Wealth
Cincinnati,
Ohio
|
$18.8M
|
+$19.6M
|
+1,291,125
|
New
|
|
|
6
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$17.6M
|
+$1.21M
|
+79,685
|
+7%
|
|
|
7
|
|
$16.6M
|
–
|
–
|
–
|
|
|
8
|
Cornerstone Advisors
Asheville,
North Carolina
|
$11.1M
|
-$1.9M
|
-125,700
|
-14%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$1.99M
|
+131,521
|
+23%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.9M
|
+$1.13M
|
+74,901
|
+14%
|
|
|
11
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$7.62M
|
-$1.66M
|
-109,350
|
-17%
|
|
|
12
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$6.14M
|
–
|
–
|
–
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$5.94M
|
-$802K
|
-52,963
|
-11%
|
|
|
14
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$5.26M
|
-$34.1K
|
-2,253
|
-0.6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.21M
|
+$57.1K
|
+3,773
|
+1%
|
|
|
16
|
Waterfront Wealth
Overland Park,
Kansas
|
$5.21M
|
+$253K
|
+16,676
|
+5%
|
|
|
17
|
Bensler
Bellevue,
Washington
|
$5.03M
|
+$454K
|
+29,956
|
+9%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.3M
|
+$10.5K
|
+692
|
+0.2%
|
|
|
19
|
Quantedge Capital
Singapore
|
$4.29M
|
-$245K
|
-16,187
|
-5%
|
|
|
20
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.22M
|
+$4.4M
|
+290,495
|
New
|
|
|
21
|
City of London Investment Management
London,
United Kingdom
|
$4.03M
|
+$357K
|
+23,557
|
+9%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.93M
|
+$204K
|
+13,446
|
+5%
|
|
|
23
|
Intrepid Family Office
Sarasota,
Florida
|
$3.55M
|
+$62.1K
|
+4,097
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.43M
|
-$492K
|
-32,512
|
-12%
|
|
|
25
|
|
$2.99M
|
+$170K
|
+11,236
|
+6%
|
|
