|
1
|
Stifel Financial
St. Louis,
Missouri
|
$11M
|
-$77.8K
|
-5,612
|
-0.7%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$11M
|
+$541K
|
+38,988
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
-$505K
|
-36,444
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.65M
|
+$431K
|
+31,108
|
+8%
|
|
|
5
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4.06M
|
+$657K
|
+47,376
|
+19%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.98M
|
+$3.76K
|
+271
|
+0.1%
|
|
|
7
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
$3.97M
|
-$198K
|
-14,248
|
-5%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$3.72M
|
-$125K
|
-9,000
|
-3%
|
|
|
9
|
|
$3.13M
|
-$244K
|
-17,605
|
-7%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.94M
|
+$2.14M
|
+153,988
|
+244%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.75M
|
+$580K
|
+41,833
|
+26%
|
|
|
12
|
Oppenheimer & Co
New York
|
$2.06M
|
+$510K
|
+36,750
|
+32%
|
|
|
13
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.92M
|
+$1.14M
|
+82,010
|
+134%
|
|
|
14
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.56M
|
+$303K
|
+21,846
|
+23%
|
|
|
15
|
|
$1.55M
|
-$65K
|
-4,687
|
-4%
|
|
|
16
|
Wedbush Securities
Los Angeles,
California
|
$1.51M
|
+$3.8K
|
+274
|
+0.2%
|
|
|
17
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.44M
|
+$145K
|
+10,440
|
+11%
|
|
|
18
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$880K
|
+$24.4K
|
+1,760
|
+3%
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$758K
|
-$270K
|
-19,436
|
-26%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$721K
|
-$47.3K
|
-3,407
|
-6%
|
|
|
21
|
Choreo LLC
Rockford,
Illinois
|
$695K
|
+$83K
|
+5,988
|
+13%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$517K
|
+$74.5K
|
+5,375
|
+16%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$488K
|
-$53.5K
|
-3,859
|
-10%
|
|
|
24
|
|
$456K
|
–
|
–
|
–
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$414K
|
+$77.2K
|
+5,564
|
+22%
|
|
