|
1
|
|
$65.7M
|
-$2.02M
|
-163,910
|
-3%
|
|
|
2
|
Atlas Wealth
Cincinnati,
Ohio
|
$43.5M
|
+$42.1M
|
+3,423,292
|
New
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$11.9M
|
+$99.1K
|
+8,050
|
+0.9%
|
|
|
4
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.59M
|
+$3.98M
|
+323,187
|
+91%
|
|
|
5
|
CSS LLC
Chicago,
Illinois
|
$7.37M
|
–
|
–
|
–
|
|
|
6
|
|
$6.05M
|
+$137K
|
+11,158
|
+2%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$5.56M
|
+$890K
|
+72,330
|
+20%
|
|
|
8
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$5.46M
|
–
|
–
|
–
|
|
|
9
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5.36M
|
-$572K
|
-46,497
|
-10%
|
|
|
10
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$5.13M
|
+$34.7K
|
+2,819
|
+0.7%
|
|
|
11
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.98M
|
+$4.82M
|
+392,022
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.46M
|
-$308K
|
-24,993
|
-7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.85M
|
-$77K
|
-6,253
|
-3%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$2.75M
|
-$58.9K
|
-4,788
|
-2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.55M
|
-$1.73M
|
-140,925
|
-41%
|
|
|
16
|
SRH Advisors
Salina,
Kansas
|
$2.36M
|
+$10K
|
+814
|
+0.4%
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.35M
|
-$143K
|
-11,647
|
-6%
|
|
|
18
|
Winning Points Advisors
Boca Raton,
Florida
|
$2.09M
|
+$2.03M
|
+164,784
|
New
|
|
|
19
|
Quantedge Capital
Singapore
|
$1.65M
|
-$443K
|
-35,983
|
-22%
|
|
|
20
|
Park Avenue Securities
New York
|
$1.49M
|
+$14.3K
|
+1,160
|
+1%
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.48M
|
+$73.1K
|
+5,937
|
+5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
+$60.2K
|
+4,889
|
+4%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.15M
|
+$3.23K
|
+262
|
+0.3%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$1.12M
|
+$28K
|
+2,276
|
+3%
|
|
|
25
|
Oppenheimer & Co
New York
|
$1.05M
|
+$37.5K
|
+3,050
|
+4%
|
|
