|
1
|
Rockefeller Capital Management
New York
|
$11.1M
|
+$94.3K
|
+7,406
|
+0.9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.03M
|
-$1.22M
|
-95,504
|
-12%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$7.41M
|
-$1.9M
|
-149,283
|
-21%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.45M
|
+$403K
|
+31,645
|
+8%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.16M
|
+$782K
|
+61,403
|
+18%
|
|
|
6
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.92M
|
-$32.5K
|
-2,556
|
-0.8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.84M
|
+$126K
|
+9,929
|
+3%
|
|
|
8
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
$3.66M
|
-$709K
|
-55,710
|
-17%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$3.55M
|
-$79.4K
|
-6,241
|
-2%
|
|
|
10
|
Atlas Wealth
Cincinnati,
Ohio
|
$3.49M
|
+$334K
|
+26,209
|
+11%
|
|
|
11
|
|
$3.36M
|
+$365K
|
+28,705
|
+13%
|
|
|
12
|
Oppenheimer & Co
New York
|
$2.53M
|
+$337K
|
+26,448
|
+16%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.34M
|
+$137K
|
+10,778
|
+6%
|
|
|
14
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$2.21M
|
-$1.38M
|
-108,802
|
-39%
|
|
|
15
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.91M
|
+$1.86M
|
+146,283
|
New
|
|
|
16
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.49M
|
+$33.7K
|
+2,645
|
+2%
|
|
|
17
|
|
$1.43M
|
-$249K
|
-19,588
|
-15%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$1.16M
|
+$4.47K
|
+351
|
+0.4%
|
|
|
19
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$869K
|
+$127K
|
+10,000
|
+18%
|
|
|
20
|
Matisse Capital
Portland,
Oregon
|
$642K
|
–
|
–
|
–
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$608K
|
-$27K
|
-2,122
|
-4%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$594K
|
+$41.7K
|
+3,275
|
+8%
|
|
|
23
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$518K
|
+$505K
|
+39,700
|
New
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$451K
|
+$191K
|
+15,000
|
+77%
|
|
|
25
|
|
$444K
|
–
|
–
|
–
|
|
