|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$11.9M
|
+$375K
|
+43,496
|
+3%
|
|
|
2
|
|
$7.68M
|
+$316K
|
+36,661
|
+4%
|
|
|
3
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$6.63M
|
+$78.1K
|
+9,055
|
+1%
|
|
|
4
|
Atlas Wealth
Cincinnati,
Ohio
|
$2.71M
|
+$2.65M
|
+307,369
|
New
|
|
|
5
|
|
$2.66M
|
+$1.66M
|
+192,471
|
+179%
|
|
|
6
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.97M
|
-$463K
|
-53,732
|
-19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.79M
|
-$4.26K
|
-494
|
-0.2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
-$58K
|
-6,726
|
-3%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.06M
|
-$47.4K
|
-5,500
|
-4%
|
|
|
10
|
Almitas Capital
Santa Monica,
California
|
$951K
|
+$926K
|
+107,409
|
New
|
|
|
11
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$799K
|
+$533K
|
+61,847
|
+218%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$771K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$700K
|
-$151K
|
-17,489
|
-18%
|
|
|
14
|
|
$694K
|
-$252K
|
-29,193
|
-27%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$653K
|
-$104K
|
-12,072
|
-14%
|
|
|
16
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$603K
|
-$459K
|
-53,260
|
-44%
|
|
|
17
|
Virtus ETF Advisers
New York
|
$595K
|
+$127K
|
+14,764
|
+28%
|
|
|
18
|
Shaker Financial Services
Arlington,
Virginia
|
$570K
|
+$339K
|
+39,376
|
+158%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$425K
|
-$22.9K
|
-2,656
|
-5%
|
|
|
20
|
Kingswood Wealth Advisors
San Diego,
California
|
$379K
|
-$26.7K
|
-3,100
|
-7%
|
|
|
21
|
CSS LLC
Chicago,
Illinois
|
$368K
|
+$158K
|
+18,290
|
+79%
|
|
|
22
|
Choreo LLC
Rockford,
Illinois
|
$366K
|
-$63.2K
|
-7,336
|
-15%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$330K
|
-$12.9K
|
-1,502
|
-4%
|
|
|
24
|
City of London Investment Management
London,
United Kingdom
|
$252K
|
-$736K
|
-85,323
|
-75%
|
|
|
25
|
Cypress Wealth Services
Palm Desert,
California
|
$239K
|
+$733
|
+85
|
+0.3%
|
|
