|
1
|
Saba Capital Management
New York
|
$210M
|
+$35.3M
|
+1,768,679
|
+22%
|
|
|
2
|
Lazard Asset Management
New York
|
$94.6M
|
–
|
–
|
–
|
|
|
3
|
|
$39.9M
|
-$6.17M
|
-309,416
|
-14%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$33.2M
|
-$6.85M
|
-343,579
|
-18%
|
|
|
5
|
Atlas Wealth
Cincinnati,
Ohio
|
$29.8M
|
+$27.4M
|
+1,372,873
|
New
|
|
|
6
|
|
$27.8M
|
+$1.52M
|
+76,000
|
+6%
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$26.9M
|
-$7.58M
|
-380,273
|
-23%
|
|
|
8
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$25M
|
-$1.66M
|
-83,449
|
-7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$4.64M
|
+232,701
|
+54%
|
|
|
10
|
Potrero Capital Research
San Francisco,
California
|
$13.5M
|
–
|
–
|
–
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.6M
|
-$733K
|
-36,778
|
-6%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.1M
|
+$204K
|
+10,210
|
+2%
|
|
|
13
|
Bensler
Bellevue,
Washington
|
$11.5M
|
+$417K
|
+20,929
|
+4%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.4M
|
+$1.03M
|
+51,599
|
+11%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.86M
|
+$95.2K
|
+4,773
|
+1%
|
|
|
16
|
Waterfront Wealth
Overland Park,
Kansas
|
$8.31M
|
+$128K
|
+6,422
|
+2%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$8.19M
|
-$712K
|
-35,716
|
-9%
|
|
|
18
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$7.78M
|
+$43.2K
|
+2,165
|
+0.6%
|
|
|
19
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$7.39M
|
+$622K
|
+31,204
|
+10%
|
|
|
20
|
HTLF Bank
Denver,
Colorado
|
$7.38M
|
-$310K
|
-15,523
|
-4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.28M
|
+$863K
|
+43,282
|
+21%
|
|
|
22
|
|
$4.9M
|
+$15.3K
|
+768
|
+0.3%
|
|
|
23
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$4.72M
|
+$478K
|
+23,971
|
+12%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$4.32M
|
+$153K
|
+7,667
|
+4%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.17M
|
-$304K
|
-15,236
|
-7%
|
|
