|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6.88M
|
+$7.09M
|
+207,230
|
New
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$4.23M
|
-$94.9K
|
-2,775
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.38M
|
+$996K
|
+29,123
|
+69%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.31M
|
-$46.8K
|
-1,367
|
-2%
|
|
|
5
|
Cresset Asset Management
Chicago,
Illinois
|
$2.1M
|
+$2.17M
|
+63,313
|
New
|
|
|
6
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.8M
|
+$119K
|
+3,485
|
+7%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
+$61.6K
|
+1,800
|
+4%
|
|
|
9
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.36M
|
+$325K
|
+9,494
|
+30%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.2M
|
-$250K
|
-7,310
|
-17%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$1.16M
|
+$174K
|
+5,074
|
+17%
|
|
|
12
|
Virtus ETF Advisers
New York
|
$1.11M
|
+$158K
|
+4,633
|
+16%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.06M
|
+$34.1K
|
+996
|
+3%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$1M
|
+$1.03M
|
+30,237
|
New
|
|
|
15
|
Bard Associates
Chicago,
Illinois
|
$991K
|
-$59.2K
|
-1,730
|
-5%
|
|
|
16
|
Independent Financial Group
San Diego,
California
|
$885K
|
-$364K
|
-10,646
|
-29%
|
|
|
17
|
|
$687K
|
+$54.6K
|
+1,597
|
+8%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$644K
|
+$85.6K
|
+2,504
|
+15%
|
|
|
19
|
Samalin Investment Counsel
Chappaqua,
New York
|
$587K
|
+$56.9K
|
+1,665
|
+10%
|
|
|
20
|
Triumph Capital Management
Denver,
Colorado
|
$550K
|
+$13K
|
+381
|
+2%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$500K
|
+$515K
|
+15,065
|
New
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$464K
|
-$380K
|
-11,102
|
-44%
|
|
|
23
|
CastleKnight Management
New York
|
$438K
|
–
|
–
|
–
|
|
|
24
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$398K
|
+$5.47K
|
+160
|
+1%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$371K
|
-$65.2K
|
-1,907
|
-15%
|
|
