|
1
|
|
$27.1M
|
-$1.36M
|
-160,432
|
-5%
|
|
|
2
|
Modern Wealth Management
Lenexa,
Kansas
|
$10.1M
|
+$177K
|
+20,815
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.54M
|
+$269K
|
+31,695
|
+3%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$9.45M
|
+$973K
|
+114,526
|
+13%
|
|
|
5
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$8.92M
|
-$156K
|
-18,417
|
-2%
|
|
|
6
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.7M
|
+$739K
|
+87,000
|
+12%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.92M
|
+$651K
|
+76,560
|
+11%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.48M
|
+$874K
|
+102,844
|
+17%
|
|
|
9
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$5.7M
|
+$54.3K
|
+6,395
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.94M
|
+$24.3K
|
+2,860
|
+0.5%
|
|
|
11
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.78M
|
-$205K
|
-24,120
|
-4%
|
|
|
12
|
Wolverine Asset Management
Chicago,
Illinois
|
$4.56M
|
+$922K
|
+108,516
|
+28%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.38M
|
+$98.2K
|
+11,555
|
+3%
|
|
|
14
|
Mraz Amerine & Associates
Modesto,
California
|
$3.36M
|
-$47.6K
|
-5,598
|
-2%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$3.02M
|
-$72.5K
|
-8,534
|
-3%
|
|
|
16
|
|
$2.83M
|
+$85.1K
|
+10,019
|
+3%
|
|
|
17
|
Saba Capital Management
New York
|
$2.51M
|
+$1.91M
|
+224,373
|
+475%
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$2.24M
|
-$32.1K
|
-3,778
|
-1%
|
|
|
19
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$2.2M
|
+$2.03M
|
+238,368
|
New
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.07M
|
-$251K
|
-29,564
|
-12%
|
|
|
21
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.05M
|
+$1.89M
|
+221,849
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.99M
|
+$60.6K
|
+7,134
|
+3%
|
|
|
23
|
Bard Associates
Chicago,
Illinois
|
$1.42M
|
-$850
|
-100
|
-0.1%
|
|
|
24
|
Horizon Kinetics Asset Management
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$231K
|
-27,207
|
-17%
|
|
