|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$140M
|
+$1.14M
|
+89,025
|
+0.8%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$59.6M
|
-$551K
|
-43,169
|
-0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$265K
|
+20,727
|
+2%
|
|
|
4
|
Atlas Wealth
Cincinnati,
Ohio
|
$14.1M
|
+$14M
|
+1,100,004
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.06M
|
-$417K
|
-32,635
|
-4%
|
|
|
6
|
|
$8.03M
|
+$52.4K
|
+4,105
|
+0.7%
|
|
|
7
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.2M
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.34M
|
+$117K
|
+9,187
|
+2%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$4.91M
|
+$153K
|
+11,981
|
+3%
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$4.5M
|
-$31.3K
|
-2,454
|
-0.7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.85M
|
+$784K
|
+61,374
|
+26%
|
|
|
12
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$3.01M
|
+$24.1K
|
+1,886
|
+0.8%
|
|
|
13
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$2.96M
|
-$49.2K
|
-3,855
|
-2%
|
|
|
14
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.85M
|
+$370K
|
+28,960
|
+15%
|
|
|
15
|
First Trust Advisors
Wheaton,
Illinois
|
$2.6M
|
+$4.92K
|
+385
|
+0.2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$32.9K
|
+2,579
|
+1%
|
|
|
17
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$1.52M
|
-$23.6K
|
-1,852
|
-2%
|
|
|
18
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$996K
|
-$38.3K
|
-3,000
|
-4%
|
|
|
19
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$989K
|
-$24.1K
|
-1,887
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$977K
|
+$43K
|
+3,369
|
+5%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$944K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$939K
|
-$72.2K
|
-5,653
|
-7%
|
|
|
23
|
&Partners
Nashville,
Tennessee
|
$722K
|
+$26.1K
|
+2,047
|
+4%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$556K
|
+$73.2K
|
+5,733
|
+15%
|
|
|
25
|
|
$542K
|
-$3.72K
|
-291
|
-0.7%
|
|
