|
1
|
Atlas Wealth
Cincinnati,
Ohio
|
$32.3M
|
+$32.3M
|
+615,562
|
New
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$23.5M
|
+$2.67M
|
+50,792
|
+13%
|
|
|
3
|
Rockefeller Capital Management
New York
|
$20.5M
|
-$14.1M
|
-267,938
|
-41%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$20.2M
|
+$1.85M
|
+35,133
|
+10%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$15.8M
|
+$15.8K
|
+301
|
+0.1%
|
|
|
6
|
|
$10.4M
|
-$220K
|
-4,187
|
-2%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$9.88M
|
–
|
–
|
–
|
|
|
8
|
Chilton Investment Company
Stamford,
Connecticut
|
$6.15M
|
+$526K
|
+10,000
|
+9%
|
|
|
9
|
Brasada Capital Management
Houston,
Texas
|
$6.14M
|
-$477K
|
-9,068
|
-7%
|
|
|
10
|
Todd Wealth Management, LLC
Venice,
Florida
|
$5.61M
|
+$231K
|
+4,394
|
+4%
|
|
|
11
|
Third Avenue Management
New York
|
$5.34M
|
–
|
–
|
–
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.95M
|
+$143K
|
+2,723
|
+3%
|
|
|
13
|
Matisse Capital
Portland,
Oregon
|
$3.41M
|
–
|
–
|
–
|
|
|
14
|
Douglass Winthrop Advisors
New York
|
$3.22M
|
+$105K
|
+2,000
|
+3%
|
|
|
15
|
First Trust Advisors
Wheaton,
Illinois
|
$3.1M
|
+$83.5K
|
+1,589
|
+3%
|
|
|
16
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$2.66M
|
+$10.7K
|
+203
|
+0.4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.63M
|
-$75.9K
|
-1,444
|
-3%
|
|
|
18
|
Evolve Private Wealth
Los Angeles,
California
|
$2.45M
|
-$148K
|
-2,820
|
-6%
|
|
|
19
|
|
$2.31M
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.29M
|
-$1.26K
|
-24
|
-0.1%
|
|
|
21
|
CSS LLC
Chicago,
Illinois
|
$2.13M
|
-$105K
|
-2,000
|
-5%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2M
|
-$282K
|
-5,362
|
-12%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.89M
|
+$175K
|
+3,331
|
+10%
|
|
|
24
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.82M
|
-$11.8K
|
-224
|
-0.6%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$1.7M
|
+$161K
|
+3,066
|
+10%
|
|
