|
1
|
Karpus Investment Management
Pittsford,
New York
|
$40.4M
|
+$4.57M
|
+192,549
|
+14%
|
|
|
2
|
|
$22.1M
|
+$2.4M
|
+101,004
|
+14%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
+$5.13M
|
+216,118
|
+76%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$3.53M
|
+148,720
|
+59%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.22M
|
+$841K
|
+35,450
|
+28%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.03M
|
+$381K
|
+16,080
|
+12%
|
|
|
7
|
Matisse Capital
Portland,
Oregon
|
$3.89M
|
–
|
–
|
–
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.94M
|
-$128K
|
-5,417
|
-5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.76M
|
+$265K
|
+11,188
|
+12%
|
|
|
10
|
City of London Investment Management
London,
United Kingdom
|
$2.29M
|
-$394K
|
-16,623
|
-16%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.07M
|
+$196K
|
+8,270
|
+12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.99M
|
+$45.4K
|
+1,914
|
+3%
|
|
|
13
|
First Trust Advisors
Wheaton,
Illinois
|
$1.92M
|
-$54.3K
|
-2,290
|
-3%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$1.81M
|
+$196K
|
+8,260
|
+14%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$1.13M
|
-$1.31M
|
-55,086
|
-56%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.01M
|
+$166K
|
+7,010
|
+22%
|
|
|
17
|
|
$988K
|
+$462K
|
+19,476
|
+108%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$869K
|
+$312K
|
+13,145
|
+66%
|
|
|
19
|
Claro Advisors
Boston,
Massachusetts
|
$860K
|
+$259K
|
+10,913
|
+50%
|
|
|
20
|
Golden State Equity Partners
South Coast Metro,
California
|
$710K
|
+$639K
|
+26,933
|
New
|
|
|
21
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$709K
|
+$136K
|
+5,750
|
+27%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$689K
|
-$15.4K
|
-650
|
-2%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$557K
|
+$506K
|
+21,332
|
New
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$476K
|
+$427K
|
+17,999
|
New
|
|
|
25
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$456K
|
-$23.7K
|
-1,000
|
-5%
|
|
