|
1
|
|
$61.3M
|
-$2.27M
|
-180,186
|
-3%
|
|
|
2
|
Atlas Wealth
Cincinnati,
Ohio
|
$41.8M
|
-$230K
|
-18,240
|
-0.5%
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$13.4M
|
+$1.91M
|
+151,533
|
+16%
|
|
|
4
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.26M
|
-$49.4K
|
-3,918
|
-0.6%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$8M
|
+$2.69M
|
+213,827
|
+49%
|
|
|
6
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.38M
|
+$2.64M
|
+209,319
|
+53%
|
|
|
7
|
CSS LLC
Chicago,
Illinois
|
$7.13M
|
–
|
–
|
–
|
|
|
8
|
|
$5.85M
|
–
|
–
|
–
|
|
|
9
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5.32M
|
+$150K
|
+11,864
|
+3%
|
|
|
10
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4.84M
|
-$118K
|
-9,337
|
-2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.21M
|
-$107K
|
-8,472
|
-2%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$2.63M
|
-$25.7K
|
-2,042
|
-0.9%
|
|
|
13
|
SRH Advisors
Salina,
Kansas
|
$2.29M
|
+$10.3K
|
+818
|
+0.4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.28M
|
-$188K
|
-14,898
|
-7%
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.27M
|
-$6.57K
|
-521
|
-0.3%
|
|
|
16
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.13M
|
+$1.31M
|
+104,344
|
+151%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.08M
|
-$688K
|
-54,623
|
-24%
|
|
|
18
|
Winning Points Advisors
Boca Raton,
Florida
|
$2.04M
|
+$15.4K
|
+1,220
|
+0.7%
|
|
|
19
|
Quantedge Capital
Singapore
|
$1.61M
|
+$9.65K
|
+766
|
+0.6%
|
|
|
20
|
Almitas Capital
Santa Monica,
California
|
$1.45M
|
+$1.14M
|
+90,591
|
+334%
|
|
|
21
|
Park Avenue Securities
New York
|
$1.4M
|
-$44.3K
|
-3,514
|
-3%
|
|
|
22
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.39M
|
-$40.1K
|
-3,182
|
-3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32M
|
-$89.3K
|
-7,088
|
-6%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$1.21M
|
+$137K
|
+10,847
|
+12%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.09M
|
-$14K
|
-1,111
|
-1%
|
|
