|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$35.1M
|
+$9.8M
|
+518,620
|
+37%
|
|
|
2
|
|
$32.9M
|
-$9.6M
|
-506,562
|
-22%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
+$11.5M
|
+604,824
|
+433%
|
|
|
4
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$11.7M
|
+$97.8K
|
+5,164
|
+0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$3.39M
|
+179,017
|
+44%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.03M
|
+$489K
|
+25,827
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.42M
|
+$35.1K
|
+1,851
|
+0.5%
|
|
|
8
|
|
$6.14M
|
+$304K
|
+16,067
|
+5%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.51M
|
-$1.85M
|
-97,883
|
-24%
|
|
|
10
|
Penserra Capital Management
Orinda,
California
|
$4.82M
|
+$337K
|
+17,810
|
+7%
|
|
|
11
|
|
$3.74M
|
+$3.69M
|
+195,000
|
+1,950%
|
|
|
12
|
Rareview Capital
Las Vegas,
Nevada
|
$3.58M
|
+$316K
|
+16,680
|
+10%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.33M
|
+$20.8K
|
+1,098
|
+0.6%
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$3.04M
|
-$279K
|
-14,720
|
-8%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$1.73M
|
+$383K
|
+20,221
|
+27%
|
|
|
16
|
First Trust Advisors
Wheaton,
Illinois
|
$1.61M
|
+$138K
|
+7,295
|
+9%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.37M
|
-$3.16K
|
-167
|
-0.2%
|
|
|
18
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.17M
|
+$1.21M
|
+63,965
|
New
|
|
|
19
|
Seed Wealth Management
Evanston,
Illinois
|
$1.12M
|
-$9.47K
|
-500
|
-0.8%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$846K
|
+$100K
|
+5,270
|
+13%
|
|
|
21
|
Bramshill Investments
Naples,
Florida
|
$719K
|
-$7.9K
|
-417
|
-1%
|
|
|
22
|
Wedbush Securities
Los Angeles,
California
|
$461K
|
+$27K
|
+1,424
|
+6%
|
|
|
23
|
Catalina Capital Group
Torrance,
California
|
$429K
|
+$17.8K
|
+940
|
+4%
|
|
|
24
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$406K
|
+$115K
|
+6,050
|
+37%
|
|
|
25
|
&Partners
Nashville,
Tennessee
|
$370K
|
+$79.1K
|
+4,177
|
+27%
|
|
