|
1
|
|
$23.9M
|
+$1.25M
|
+77,915
|
+6%
|
|
|
2
|
Atlas Wealth
Cincinnati,
Ohio
|
$18.5M
|
+$18.1M
|
+1,127,260
|
New
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$16M
|
-$11.9M
|
-739,148
|
-43%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$14.2M
|
-$190K
|
-11,817
|
-1%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.3M
|
-$987K
|
-61,435
|
-8%
|
|
|
6
|
Allspring Global Investments
Charlotte,
North Carolina
|
$10.1M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.08M
|
-$638K
|
-39,743
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.86M
|
-$41.8K
|
-2,603
|
-0.5%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.03M
|
-$465K
|
-28,971
|
-6%
|
|
|
10
|
City of London Investment Management
London,
United Kingdom
|
$7.41M
|
-$1.51M
|
-93,860
|
-17%
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$6.99M
|
+$82.2K
|
+5,116
|
+1%
|
|
|
12
|
Almitas Capital
Santa Monica,
California
|
$5.98M
|
+$2.98M
|
+185,753
|
+104%
|
|
|
13
|
|
$4.82M
|
+$42.6K
|
+2,653
|
+0.9%
|
|
|
14
|
|
$4.46M
|
–
|
–
|
–
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$3.34M
|
+$35.4K
|
+2,203
|
+1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.93M
|
+$262K
|
+16,287
|
+10%
|
|
|
17
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$2.79M
|
-$24.3K
|
-1,513
|
-0.9%
|
|
|
18
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$2.7M
|
+$35.3K
|
+2,200
|
+1%
|
|
|
19
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.26M
|
+$395K
|
+24,591
|
+22%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.02M
|
-$1.76M
|
-109,783
|
-47%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.9M
|
-$144K
|
-8,986
|
-7%
|
|
|
22
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.86M
|
+$49.2K
|
+3,060
|
+3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
+$1.36M
|
+84,400
|
+390%
|
|
|
24
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$1.59M
|
-$148K
|
-9,199
|
-9%
|
|
|
25
|
Logan Stone Capital
Chicago,
Illinois
|
$1.56M
|
+$847K
|
+52,739
|
+124%
|
|
