|
1
|
Rockefeller Capital Management
New York
|
$10.6M
|
+$288K
|
+22,669
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$10M
|
+$381K
|
+29,970
|
+4%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$9.06M
|
-$1.34M
|
-105,630
|
-13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.88M
|
-$441K
|
-34,708
|
-8%
|
|
|
5
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
$4.25M
|
+$515K
|
+40,500
|
+14%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.22M
|
+$1.49M
|
+116,847
|
+54%
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.83M
|
+$3.29K
|
+259
|
+0.1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.59M
|
-$155K
|
-12,231
|
-4%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$3.52M
|
+$11.8K
|
+931
|
+0.3%
|
|
|
10
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$3.52M
|
+$2.06M
|
+162,177
|
+140%
|
|
|
11
|
Atlas Wealth
Cincinnati,
Ohio
|
$3.06M
|
+$1.24M
|
+97,754
|
+68%
|
|
|
12
|
|
$2.89M
|
-$55.5K
|
-4,365
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13M
|
-$464K
|
-36,505
|
-18%
|
|
|
14
|
Oppenheimer & Co
New York
|
$2.12M
|
+$184K
|
+14,475
|
+9%
|
|
|
15
|
|
$1.64M
|
+$183K
|
+14,400
|
+13%
|
|
|
16
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.41M
|
+$52K
|
+4,093
|
+4%
|
|
|
17
|
Wedbush Securities
Los Angeles,
California
|
$1.12M
|
-$310K
|
-24,357
|
-22%
|
|
|
18
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$715K
|
-$115K
|
-9,017
|
-14%
|
|
|
19
|
Matisse Capital
Portland,
Oregon
|
$622K
|
+$625K
|
+49,190
|
New
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$616K
|
-$64.2K
|
-5,053
|
-9%
|
|
|
21
|
IFC Advisors
Los Angeles,
California
|
$562K
|
+$565K
|
+44,480
|
New
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$534K
|
+$47K
|
+3,700
|
+10%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$450K
|
-$10.3K
|
-810
|
-2%
|
|
|
24
|
|
$430K
|
–
|
–
|
–
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$390K
|
–
|
–
|
–
|
|
