|
1
|
Karpus Investment Management
Pittsford,
New York
|
USD 15.2 M
|
+USD 753 k
|
+50,034
|
+5%
|
|
|
2
|
|
USD 14.8 M
|
-USD 1.33 M
|
-88,408
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 10.1 M
|
-USD 1.3 M
|
-86,242
|
-12%
|
|
|
4
|
Mackay Shields LLC
New York
|
USD 6.36 M
|
+USD 6.28 M
|
+417,358
|
Nuevas
|
|
|
5
|
Welch & Forbes
Boston,
Massachusetts
|
USD 4.26 M
|
+USD 1.07 M
|
+71,385
|
+34%
|
|
|
6
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
USD 3.48 M
|
-USD 9.7 k
|
-642
|
-0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
USD 2.63 M
|
-USD 309 k
|
-20,512
|
-11%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
USD 2.31 M
|
-USD 1.11 M
|
-73,520
|
-33%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
USD 2.17 M
|
+USD 1.34 M
|
+89,087
|
+167%
|
|
|
10
|
Horizon Kinetics
New York
|
USD 1.92 M
|
+USD 147 k
|
+9,753
|
+8%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 1.84 M
|
–
|
–
|
–
|
|
|
12
|
VanEck Associates
New York
|
USD 1.82 M
|
+USD 391 k
|
+25,974
|
+28%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 1.76 M
|
+USD 1.04 M
|
+69,000
|
+148%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
USD 1.61 M
|
+USD 27.5 k
|
+1,825
|
+2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 1.5 M
|
-USD 211 k
|
-14,000
|
-12%
|
|
|
16
|
1607 Capital Partners
Richmond,
Virginia
|
USD 1.43 M
|
-USD 19.6 k
|
-1,300
|
-1%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 1.26 M
|
-USD 28.4 k
|
-1,885
|
-2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
USD 1.24 M
|
+USD 65.2 k
|
+4,328
|
+6%
|
|
|
19
|
Rock Point Advisors
Burlington,
Vermont
|
USD 1.2 M
|
-USD 48.9 k
|
-3,250
|
-4%
|
|
|
20
|
Oarsman Capital
Milwaukee,
Wisconsin
|
USD 1.16 M
|
-USD 5.27 k
|
-350
|
-0.5%
|
|
|
21
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
USD 1.08 M
|
+USD 350 k
|
+23,248
|
+49%
|
|
|
22
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
USD 960 k
|
+USD 60.2 k
|
+4,000
|
+7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
USD 893 k
|
-USD 852 k
|
-56,626
|
-49%
|
|
|
24
|
TFS Capital
West Chester,
Pennsylvania
|
USD 767 k
|
+USD 758 k
|
+50,323
|
Nuevas
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
USD 757 k
|
+USD 9.03 k
|
+600
|
+1%
|
|
