|
1
|
Saba Capital Management
New York
|
$134M
|
+$13.5M
|
+796,325
|
+12%
|
|
|
2
|
Lazard Asset Management
New York
|
$73M
|
–
|
–
|
–
|
|
|
3
|
|
$49.1M
|
-$8.36M
|
-492,200
|
-15%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$35.4M
|
-$1.88M
|
-110,461
|
-5%
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$30.1M
|
+$5.23M
|
+307,756
|
+22%
|
|
|
6
|
|
$21.5M
|
–
|
–
|
–
|
|
|
7
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$21.1M
|
-$113K
|
-6,627
|
-0.6%
|
|
|
8
|
Cornerstone Advisors
Asheville,
North Carolina
|
$20M
|
-$3.89M
|
-229,224
|
-17%
|
|
|
9
|
Potrero Capital Research
San Francisco,
California
|
$15.1M
|
+$14.5M
|
+852,231
|
New
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.92M
|
+$9.51M
|
+560,142
|
New
|
|
|
11
|
Bensler
Bellevue,
Washington
|
$8.41M
|
+$2.26M
|
+133,230
|
+39%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.23M
|
-$1.55M
|
-91,447
|
-18%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$7.21M
|
-$786K
|
-46,270
|
-10%
|
|
|
14
|
Waterfront Wealth
Overland Park,
Kansas
|
$7.07M
|
+$34.3K
|
+2,017
|
+0.5%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.03M
|
+$902K
|
+53,125
|
+15%
|
|
|
16
|
HTLF Bank
Denver,
Colorado
|
$6.52M
|
+$6.25M
|
+367,953
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.48M
|
+$319K
|
+18,806
|
+5%
|
|
|
18
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$6.32M
|
+$6.06M
|
+357,054
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.03M
|
+$158K
|
+9,288
|
+3%
|
|
|
20
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$5.53M
|
-$316K
|
-18,635
|
-6%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.99M
|
-$588K
|
-34,611
|
-13%
|
|
|
22
|
|
$3.99M
|
+$88.5K
|
+5,213
|
+2%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$3.74M
|
-$45.7K
|
-2,692
|
-1%
|
|
|
24
|
Advisors Asset Management
Monument,
Colorado
|
$3.6M
|
+$136K
|
+8,016
|
+4%
|
|
|
25
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$3.47M
|
-$33.6K
|
-1,977
|
-1%
|
|
