|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$43.1M
|
+$588K
|
+41,232
|
+1%
|
|
|
2
|
|
$38.4M
|
-$274K
|
-19,179
|
-0.7%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.7M
|
-$70.6K
|
-4,952
|
-0.3%
|
|
|
4
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$13.5M
|
+$900K
|
+63,074
|
+7%
|
|
|
5
|
CSS LLC
Chicago,
Illinois
|
$8.3M
|
+$66.6K
|
+4,668
|
+0.8%
|
|
|
6
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$7.93M
|
+$148K
|
+10,403
|
+2%
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$6.29M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.82M
|
+$186K
|
+13,030
|
+3%
|
|
|
9
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$5.77M
|
+$202K
|
+14,131
|
+4%
|
|
|
10
|
|
$5.51M
|
+$1.05M
|
+73,973
|
+25%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.38M
|
+$883K
|
+61,943
|
+21%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.62M
|
+$58.7K
|
+4,117
|
+2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.16M
|
-$262K
|
-18,405
|
-8%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.03M
|
+$41.4K
|
+2,902
|
+1%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$3.01M
|
+$2.9M
|
+203,087
|
New
|
|
|
16
|
SRH Advisors
Salina,
Kansas
|
$2.72M
|
+$9.87K
|
+692
|
+0.4%
|
|
|
17
|
Winning Points Advisors
Boca Raton,
Florida
|
$2.35M
|
-$1.8M
|
-126,063
|
-44%
|
|
|
18
|
Shaker Financial Services
Arlington,
Virginia
|
$2.3M
|
-$2.59M
|
-181,902
|
-54%
|
|
|
19
|
Park Avenue Securities
New York
|
$1.61M
|
+$33.2K
|
+2,331
|
+2%
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.5M
|
+$40.2K
|
+2,817
|
+3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
+$13.8K
|
+968
|
+1%
|
|
|
22
|
Oppenheimer & Co
New York
|
$1.44M
|
+$49.1K
|
+3,446
|
+4%
|
|
|
23
|
Hightower 6M Holding
Wichita,
Kansas
|
$1.35M
|
+$1.3M
|
+90,911
|
New
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.33M
|
-$12.2K
|
-854
|
-0.9%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
-$16.5K
|
-1,155
|
-1%
|
|
