|
26
|
Bank of America
Charlotte,
North Carolina
|
$865K
|
-$255K
|
-24,857
|
-23%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$822K
|
-$111K
|
-10,773
|
-12%
|
|
|
28
|
WESCAP Management Group
Glendale,
California
|
$774K
|
+$355K
|
+34,581
|
+83%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$750K
|
-$11.3K
|
-1,103
|
-1%
|
|
|
30
|
Balyasny Asset Management
Chicago,
Illinois
|
$746K
|
+$757K
|
+73,748
|
New
|
|
|
31
|
Karpus Investment Management
Pittsford,
New York
|
$690K
|
+$700K
|
+68,199
|
New
|
|
|
32
|
Cura Wealth Advisors
Chicago,
Illinois
|
$688K
|
–
|
–
|
–
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$674K
|
+$42K
|
+4,086
|
+7%
|
|
|
34
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$670K
|
-$2.65K
|
-258
|
-0.4%
|
|
|
35
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$559K
|
+$179K
|
+17,403
|
+46%
|
|
|
36
|
Bridgewater Advisors
New York
|
$523K
|
+$154K
|
+15,000
|
+42%
|
|
|
37
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$511K
|
-$1.83K
|
-178
|
-0.4%
|
|
|
38
|
Plancorp LLC
Saint Louis,
Missouri
|
$506K
|
–
|
–
|
–
|
|
|
39
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$492K
|
–
|
–
|
–
|
|
|
40
|
|
$472K
|
+$479K
|
+46,640
|
New
|
|
|
41
|
Evolve Private Wealth
Los Angeles,
California
|
$471K
|
+$475K
|
+46,253
|
New
|
|
|
42
|
Citadel Advisors
Miami,
Florida
|
$447K
|
+$454K
|
+44,164
|
New
|
|
|
43
|
Horizon Kinetics Asset Management
New York
|
$419K
|
–
|
–
|
–
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$411K
|
+$160K
|
+15,613
|
+62%
|
|
|
45
|
Evoke Wealth
Los Angeles,
California
|
$376K
|
-$35.7K
|
-3,472
|
-9%
|
|
|
46
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$327K
|
+$332K
|
+32,348
|
New
|
|
|
47
|
Nuveen
Charlotte,
North Carolina
|
$325K
|
+$116K
|
+11,262
|
+54%
|
|
|
48
|
Rockefeller Capital Management
New York
|
$292K
|
-$95K
|
-9,249
|
-24%
|
|
|
49
|
Waverly Advisors
Birmingham,
Alabama
|
$285K
|
–
|
–
|
–
|
|
|
50
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$283K
|
+$287K
|
+27,931
|
New
|
|
