|
1
|
Saba Capital Management
New York
|
$110M
|
-$21.2M
|
-993,832
|
-15%
|
|
|
2
|
Lazard Asset Management
New York
|
$60.5M
|
+$3.07M
|
+143,863
|
+5%
|
|
|
3
|
|
$49.9M
|
+$13.5M
|
+634,292
|
+35%
|
|
|
4
|
|
$24.9M
|
+$2.99M
|
+140,000
|
+13%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$20.8M
|
+$22M
|
+1,031,487
|
New
|
|
|
6
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$18.9M
|
+$925K
|
+43,340
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.3M
|
+$1.44M
|
+67,533
|
+10%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$15.1M
|
+$3.31M
|
+155,295
|
+26%
|
|
|
9
|
Bensler
Bellevue,
Washington
|
$14.1M
|
+$2.43M
|
+113,940
|
+20%
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$10.8M
|
-$7.77M
|
-364,326
|
-41%
|
|
|
11
|
Potrero Capital Research
San Francisco,
California
|
$8.94M
|
–
|
–
|
–
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.59M
|
+$756K
|
+35,419
|
+9%
|
|
|
13
|
Waterfront Wealth
Overland Park,
Kansas
|
$7.97M
|
+$281K
|
+13,161
|
+3%
|
|
|
14
|
Jones Road Capital Management
New York
|
$7.48M
|
-$106K
|
-4,983
|
-1%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.48M
|
-$945K
|
-44,283
|
-14%
|
|
|
16
|
Advisors Asset Management
Monument,
Colorado
|
$5.38M
|
+$1.62M
|
+75,758
|
+40%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.25M
|
+$604K
|
+28,290
|
+12%
|
|
|
18
|
Intrepid Family Office
Sarasota,
Florida
|
$5.09M
|
+$5.37M
|
+251,746
|
New
|
|
|
19
|
HTLF Bank
Denver,
Colorado
|
$4.98M
|
+$315K
|
+14,775
|
+6%
|
|
|
20
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$4.43M
|
-$667K
|
-31,273
|
-12%
|
|
|
21
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.4M
|
+$740K
|
+34,691
|
+19%
|
|
|
22
|
RB Capital Management
Reno,
Nevada
|
$4.12M
|
+$335K
|
+15,684
|
+8%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$3.99M
|
+$13K
|
+611
|
+0.3%
|
|
|
24
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$3.82M
|
-$45.8K
|
-2,145
|
-1%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$3.78M
|
+$1.08M
|
+50,432
|
+37%
|
|
