|
1
|
|
$66.4M
|
-$234K
|
-4,652
|
-0.3%
|
|
|
2
|
Z3 Capital Partners
Richmond,
Virginia
|
$31.6M
|
-$125K
|
-2,483
|
-0.4%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$14.9M
|
-$316K
|
-6,296
|
-2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
+$292K
|
+5,807
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12M
|
+$708K
|
+14,089
|
+6%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$11M
|
-$1.31M
|
-26,025
|
-11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.77M
|
-$915K
|
-18,224
|
-9%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$9.26M
|
+$353K
|
+7,032
|
+4%
|
|
|
9
|
Saba Capital Management
New York
|
$6.32M
|
+$6.34M
|
+126,112
|
New
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$6.16M
|
-$172K
|
-3,422
|
-3%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$5.57M
|
+$4.22K
|
+84
|
+0.1%
|
|
|
12
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.37M
|
-$22.5M
|
-447,017
|
-84%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.29M
|
+$1.07M
|
+21,294
|
+33%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$4.24M
|
+$158K
|
+3,142
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.16M
|
-$283K
|
-5,638
|
-6%
|
|
|
16
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$3.87M
|
-$20.5K
|
-409
|
-0.5%
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.66M
|
+$709K
|
+14,107
|
+24%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$3.42M
|
+$596K
|
+11,872
|
+21%
|
|
|
19
|
Oxbow Advisors
Austin,
Texas
|
$2.93M
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.44M
|
+$46.3K
|
+921
|
+2%
|
|
|
21
|
Terril Brothers
St. Louis,
Missouri
|
$2.25M
|
-$59K
|
-1,175
|
-3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.16M
|
-$146K
|
-2,900
|
-6%
|
|
|
23
|
Wright Wealth
Atlanta,
Georgia
|
$2M
|
-$754
|
-15
|
-0%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.98M
|
+$2.46K
|
+49
|
+0.1%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.98M
|
–
|
–
|
–
|
|
