|
1
|
Atlas Wealth
Cincinnati,
Ohio
|
$12.1M
|
+$11.9M
|
+619,139
|
New
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$10.3M
|
-$755K
|
-39,428
|
-7%
|
|
|
3
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$10.1M
|
-$1.17M
|
-60,851
|
-11%
|
|
|
4
|
Almitas Capital
Santa Monica,
California
|
$9.76M
|
+$4.39M
|
+228,966
|
+84%
|
|
|
5
|
|
$8.9M
|
+$4.94M
|
+258,189
|
+129%
|
|
|
6
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$8.76M
|
+$243K
|
+12,692
|
+3%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$8.44M
|
+$184K
|
+9,619
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.78M
|
+$174K
|
+9,093
|
+3%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$4.79M
|
-$2.78K
|
-145
|
-0.1%
|
|
|
10
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$4.61M
|
–
|
–
|
–
|
|
|
11
|
|
$3.95M
|
-$1.49M
|
-77,866
|
-28%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.59M
|
-$246K
|
-12,860
|
-7%
|
|
|
13
|
|
$3.38M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.08M
|
+$345K
|
+17,997
|
+13%
|
|
|
15
|
CSS LLC
Chicago,
Illinois
|
$2.76M
|
+$628K
|
+32,791
|
+30%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.26M
|
-$41K
|
-2,139
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.04M
|
-$183K
|
-9,567
|
-8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.7M
|
-$13.6K
|
-708
|
-0.8%
|
|
|
19
|
Icon Advisers
Greenwood Village,
Colorado
|
$1.7M
|
+$1.67M
|
+87,119
|
New
|
|
|
20
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.66M
|
+$686K
|
+35,833
|
+72%
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.58M
|
+$60.3K
|
+3,150
|
+4%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.29M
|
-$2.55K
|
-133
|
-0.2%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.18M
|
-$81.3K
|
-4,247
|
-7%
|
|
|
24
|
Yakira Capital Management
Westport,
Connecticut
|
$1.09M
|
+$798K
|
+41,691
|
+293%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$791K
|
+$79.6K
|
+4,158
|
+12%
|
|
