|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$6.26M
|
+$2.05M
|
+102,116
|
+36%
|
|
|
2
|
Hilton Capital Management
Garden City,
New York
|
$3.92M
|
+$192K
|
+9,602
|
+4%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$3.07M
|
-$711K
|
-35,500
|
-22%
|
|
|
4
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$2.92M
|
+$391K
|
+19,526
|
+12%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$2.82M
|
+$884K
|
+44,124
|
+34%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.49M
|
+$3.36M
|
+167,867
|
New
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.07M
|
–
|
–
|
–
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$918K
|
+$597K
|
+29,829
|
+111%
|
|
|
9
|
Acadian Asset Management
Boston,
Massachusetts
|
$739K
|
+$324K
|
+16,168
|
+55%
|
|
|
10
|
Oxbow Advisors
Austin,
Texas
|
$688K
|
-$4.3M
|
-214,902
|
-84%
|
|
|
11
|
Brinker Capital
Berwyn,
Pennsylvania
|
$619K
|
+$83.3K
|
+4,159
|
+12%
|
|
|
12
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$394K
|
+$3.71K
|
+185
|
+0.8%
|
|
|
13
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$357K
|
–
|
–
|
–
|
|
|
14
|
Bard Associates
Chicago,
Illinois
|
$307K
|
-$1K
|
-50
|
-0.3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$243K
|
+$64.5K
|
+3,220
|
+27%
|
|
|
16
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$230K
|
-$12K
|
-600
|
-4%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$225K
|
-$30.2K
|
-1,508
|
-10%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$205K
|
-$34.8K
|
-1,740
|
-12%
|
|
|
19
|
Oppenheimer & Co
New York
|
$200K
|
-$49.5K
|
-2,474
|
-17%
|
|
|
20
|
IEQ Capital
Foster City,
California
|
$175K
|
+$216K
|
+10,800
|
New
|
|
|
21
|
|
$138K
|
-$4.77K
|
-238
|
-3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$111K
|
-$23.5K
|
-1,174
|
-15%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$101K
|
-$23K
|
-1,149
|
-16%
|
|
|
24
|
|
$83K
|
+$53.1K
|
+2,650
|
+106%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$81K
|
-$17K
|
-850
|
-15%
|
|
