|
1
|
Stifel Financial
St. Louis,
Missouri
|
$11.3M
|
+$564K
|
+40,590
|
+5%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$10.5M
|
+$1.71M
|
+122,841
|
+20%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.19M
|
+$202K
|
+14,538
|
+2%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$8.39M
|
-$45.2K
|
-3,253
|
-0.5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.79M
|
+$870K
|
+62,580
|
+18%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.25M
|
+$108K
|
+7,806
|
+3%
|
|
|
7
|
|
$3.72M
|
-$1.12M
|
-80,444
|
-23%
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.49M
|
+$289K
|
+20,784
|
+9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.15M
|
+$317K
|
+22,837
|
+18%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$2.08M
|
-$13.4K
|
-965
|
-0.7%
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$1.75M
|
-$5.59K
|
-402
|
-0.3%
|
|
|
12
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.34M
|
+$42.2K
|
+3,034
|
+3%
|
|
|
13
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
$734K
|
-$204K
|
-14,690
|
-22%
|
|
|
14
|
Oppenheimer & Co
New York
|
$696K
|
+$6.95K
|
+500
|
+1%
|
|
|
15
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$644K
|
+$252K
|
+18,110
|
+66%
|
|
|
16
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$631K
|
+$153K
|
+11,025
|
+33%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$573K
|
+$903
|
+65
|
+0.2%
|
|
|
18
|
|
$481K
|
+$27.8K
|
+2,000
|
+6%
|
|
|
19
|
Choreo LLC
Rockford,
Illinois
|
$459K
|
+$19.8K
|
+1,426
|
+5%
|
|
|
20
|
|
$425K
|
-$208K
|
-14,934
|
-33%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$424K
|
–
|
–
|
–
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$361K
|
–
|
–
|
–
|
|
|
23
|
PFG Investments
Woodbury,
New York
|
$358K
|
+$352K
|
+25,295
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$312K
|
-$102K
|
-7,339
|
-25%
|
|
|
25
|
Modern Wealth Management
Lenexa,
Kansas
|
$311K
|
+$306K
|
+22,000
|
New
|
|
