|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$12.9M
|
+$2.21M
|
+193,247
|
+21%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.91M
|
-$283K
|
-24,749
|
-5%
|
|
|
3
|
Almitas Capital
Santa Monica,
California
|
$4.1M
|
–
|
–
|
–
|
|
|
4
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$3.88M
|
-$4.82K
|
-421
|
-0.1%
|
|
|
5
|
Hara Capital
Bellevue,
Washington
|
$3.55M
|
+$42.3K
|
+3,700
|
+1%
|
|
|
6
|
|
$921K
|
-$34.3K
|
-3,000
|
-4%
|
|
|
7
|
City of London Investment Management
London,
United Kingdom
|
$820K
|
–
|
–
|
–
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$754K
|
+$591K
|
+51,604
|
+378%
|
|
|
9
|
1607 Capital Partners
Richmond,
Virginia
|
$740K
|
-$475K
|
-41,518
|
-39%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$715K
|
+$282K
|
+24,612
|
+66%
|
|
|
11
|
Avise Financial Cooperative
Los Angeles,
California
|
$542K
|
-$1.08K
|
-94
|
-0.2%
|
|
|
12
|
49 Wealth Management
Austin,
Texas
|
$258K
|
+$255K
|
+22,315
|
New
|
|
|
13
|
|
$258K
|
+$255K
|
+22,315
|
New
|
|
|
14
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$225K
|
-$3.82K
|
-334
|
-2%
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$222K
|
–
|
–
|
–
|
|
|
16
|
Corps Capital Advisors
Southlake,
Texas
|
$219K
|
–
|
–
|
–
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$202K
|
-$263
|
-23
|
-0.1%
|
|
|
18
|
Nuveen
Charlotte,
North Carolina
|
$186K
|
–
|
–
|
–
|
|
|
19
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$185K
|
+$17.7K
|
+1,543
|
+11%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$176K
|
-$140K
|
-12,260
|
-45%
|
|
|
21
|
Savvy Advisors Inc
New York
|
$168K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$155K
|
+$153K
|
+13,404
|
New
|
|
|
23
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$126K
|
–
|
–
|
–
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$116K
|
-$95K
|
-8,300
|
-45%
|
|
|
25
|
Financial Gravity Companies
Lakeway,
Texas
|
$37.3K
|
+$37K
|
+3,232
|
New
|
|
