|
1
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.4M
|
+$3.87M
|
+293,967
|
+54%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$11.1M
|
+$78.9K
|
+5,997
|
+0.7%
|
|
|
3
|
|
$9.5M
|
+$35.6K
|
+2,704
|
+0.4%
|
|
|
4
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$8.77M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.28M
|
-$911K
|
-69,214
|
-11%
|
|
|
6
|
Atlas Wealth
Cincinnati,
Ohio
|
$6.37M
|
+$1.72M
|
+130,408
|
+39%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$5.9M
|
+$4.19M
|
+318,435
|
+278%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.12M
|
-$192K
|
-14,602
|
-4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.79M
|
-$43.3K
|
-3,290
|
-0.9%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$3.47M
|
-$117K
|
-8,900
|
-3%
|
|
|
11
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.32M
|
+$184K
|
+14,007
|
+6%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$3.01M
|
-$172K
|
-13,043
|
-6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
+$168K
|
+12,736
|
+7%
|
|
|
14
|
Professional Financial Management
Appleton,
Wisconsin
|
$2.45M
|
-$52.6K
|
-4,001
|
-2%
|
|
|
15
|
Oppenheimer & Co
New York
|
$2.43M
|
-$111K
|
-8,435
|
-5%
|
|
|
16
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.41M
|
-$2.29M
|
-173,952
|
-50%
|
|
|
17
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$2.15M
|
-$884K
|
-67,206
|
-30%
|
|
|
18
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$1.84M
|
-$82.8K
|
-6,295
|
-4%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.53M
|
+$151K
|
+11,494
|
+11%
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$1.33M
|
+$245K
|
+18,635
|
+24%
|
|
|
21
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$1.02M
|
+$218K
|
+16,579
|
+29%
|
|
|
22
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$900K
|
–
|
–
|
–
|
|
|
23
|
IFC Advisors
Los Angeles,
California
|
$900K
|
+$474K
|
+36,008
|
+120%
|
|
|
24
|
Concurrent Investment Advisors
Tampa,
Florida
|
$876K
|
+$260K
|
+19,800
|
+45%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$760K
|
+$19.2K
|
+1,461
|
+3%
|
|
