|
1
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$394K
|
+26,590
|
+3%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$11.4M
|
+$75.8K
|
+5,119
|
+0.7%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$10.3M
|
-$791K
|
-53,368
|
-7%
|
|
|
4
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4.23M
|
-$1.26M
|
-85,084
|
-23%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$3.83M
|
+$243K
|
+16,383
|
+7%
|
|
|
6
|
|
$2.95M
|
+$872K
|
+58,872
|
+43%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.46M
|
-$435K
|
-29,344
|
-15%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.97M
|
-$72.5K
|
-4,896
|
-4%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.75M
|
+$223K
|
+15,078
|
+15%
|
|
|
10
|
|
$1.59M
|
-$716K
|
-48,343
|
-31%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$20.4K
|
+1,376
|
+1%
|
|
|
12
|
First Trust Advisors
Wheaton,
Illinois
|
$1.23M
|
-$6.04K
|
-408
|
-0.5%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.05M
|
+$107K
|
+7,242
|
+12%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
+$236K
|
+15,916
|
+31%
|
|
|
15
|
Saba Capital Management
New York
|
$761K
|
-$144K
|
-9,695
|
-16%
|
|
|
16
|
Congress Park Capital
Saratoga Springs,
New York
|
$707K
|
-$39.6K
|
-2,676
|
-5%
|
|
|
17
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$636K
|
–
|
–
|
–
|
|
|
18
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$529K
|
+$170K
|
+11,500
|
+49%
|
|
|
19
|
Westchester Capital Management (New York)
Valhalla,
New York
|
$432K
|
-$415K
|
-27,992
|
-49%
|
|
|
20
|
Clear Creek Financial Management
Silverdale,
Washington
|
$396K
|
-$9.57K
|
-646
|
-2%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$374K
|
+$367K
|
+24,797
|
New
|
|
|
22
|
6 Meridian
Wichita,
Kansas
|
$353K
|
+$346K
|
+23,352
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$342K
|
-$38.5K
|
-2,600
|
-10%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$314K
|
-$68.2K
|
-4,605
|
-18%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$295K
|
+$290K
|
+19,564
|
New
|
|