|
1
|
Stifel Financial
St. Louis,
Missouri
|
$11.1M
|
-$857K
|
-60,807
|
-7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$2.71M
|
+192,365
|
+32%
|
|
|
3
|
Rockefeller Capital Management
New York
|
$10.4M
|
+$564K
|
+40,047
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.22M
|
-$614K
|
-43,578
|
-10%
|
|
|
5
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
$4.16M
|
+$4.37M
|
+310,200
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.97M
|
-$260K
|
-18,479
|
-6%
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$3.84M
|
-$1.98M
|
-140,415
|
-33%
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.42M
|
+$24.9K
|
+1,765
|
+0.7%
|
|
|
9
|
|
$3.36M
|
-$335K
|
-23,769
|
-9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.19M
|
-$63.5K
|
-4,504
|
-3%
|
|
|
11
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.84M
|
+$1.94M
|
+137,379
|
New
|
|
|
12
|
|
$1.61M
|
+$1.69M
|
+119,836
|
New
|
|
|
13
|
Oppenheimer & Co
New York
|
$1.56M
|
+$279K
|
+19,834
|
+21%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$1.51M
|
+$18.5K
|
+1,315
|
+1%
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.45M
|
+$1.51M
|
+107,235
|
+9,749%
|
|
|
16
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.3M
|
+$888
|
+63
|
+0.1%
|
|
|
17
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.26M
|
+$1.33M
|
+94,156
|
New
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.02M
|
+$61.8K
|
+4,384
|
+6%
|
|
|
19
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$856K
|
+$200K
|
+14,175
|
+29%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$846K
|
+$890K
|
+63,140
|
New
|
|
|
21
|
Atlas Wealth
Cincinnati,
Ohio
|
$822K
|
+$864K
|
+61,333
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$766K
|
+$198K
|
+14,068
|
+33%
|
|
|
23
|
Choreo LLC
Rockford,
Illinois
|
$616K
|
+$159K
|
+11,296
|
+33%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$539K
|
-$941K
|
-66,809
|
-62%
|
|
|
25
|
|
$456K
|
–
|
–
|
–
|
|
