|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$27.5M
|
–
|
–
|
–
|
|
|
2
|
|
$22.1M
|
-$214K
|
-13,032
|
-0.9%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$14.1M
|
+$1.13M
|
+69,084
|
+9%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13M
|
+$8.67K
|
+528
|
+0.1%
|
|
|
5
|
Allspring Global Investments
Charlotte,
North Carolina
|
$9.86M
|
+$18.1K
|
+1,099
|
+0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.51M
|
+$39.7K
|
+2,419
|
+0.4%
|
|
|
7
|
City of London Investment Management
London,
United Kingdom
|
$8.75M
|
+$411K
|
+25,000
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.7M
|
-$58.3K
|
-3,546
|
-0.6%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.31M
|
-$5.04M
|
-306,717
|
-37%
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$6.75M
|
+$5.5K
|
+335
|
+0.1%
|
|
|
11
|
|
$4.67M
|
-$64.7K
|
-3,941
|
-1%
|
|
|
12
|
|
$4.37M
|
+$164K
|
+10,000
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.74M
|
+$381K
|
+23,214
|
+11%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$3.23M
|
+$654K
|
+39,798
|
+25%
|
|
|
15
|
Almitas Capital
Santa Monica,
California
|
$2.87M
|
+$2.52M
|
+153,644
|
+608%
|
|
|
16
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$2.75M
|
+$72.4K
|
+4,406
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.6M
|
-$3.75M
|
-228,432
|
-58%
|
|
|
18
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$2.6M
|
+$179K
|
+10,922
|
+7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2M
|
+$107K
|
+6,514
|
+5%
|
|
|
20
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.82M
|
-$3.55M
|
-216,376
|
-66%
|
|
|
21
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.77M
|
+$139K
|
+8,457
|
+8%
|
|
|
22
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$1.71M
|
-$114K
|
-6,910
|
-6%
|
|
|
23
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.45M
|
-$1.33M
|
-80,683
|
-47%
|
|
|
24
|
Secure Asset Management
Troy,
Michigan
|
$1.44M
|
+$63.5K
|
+3,866
|
+4%
|
|
|
25
|
Evolve Private Wealth
Los Angeles,
California
|
$1.24M
|
+$3.19K
|
+194
|
+0.3%
|
|
