|
1
|
Mackay Shields LLC
New York
|
$2.67M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
+$234K
|
+16,402
|
+18%
|
|
|
3
|
Naples Global Advisors
Naples,
Florida
|
$694K
|
-$19.2K
|
-1,350
|
-3%
|
|
|
4
|
Ancora Advisors
Cleveland,
Ohio
|
$548K
|
-$153K
|
-10,709
|
-22%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$398K
|
+$190K
|
+13,354
|
+91%
|
|
|
6
|
Cardan Capital Partners
Denver,
Colorado
|
$369K
|
+$1.1K
|
+77
|
+0.3%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$367K
|
-$14.9K
|
-1,048
|
-4%
|
|
|
8
|
Harvey Capital Management
Palm Beach,
Florida
|
$358K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$339K
|
-$28.1K
|
-1,972
|
-8%
|
|
|
10
|
|
$328K
|
-$114K
|
-7,985
|
-26%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$309K
|
-$14
|
-1
|
-0%
|
|
|
12
|
North Star Investment Management
Chicago,
Illinois
|
$278K
|
–
|
–
|
–
|
|
|
13
|
Tortoise Investment Management
White Plains,
New York
|
$234K
|
+$32.8K
|
+2,300
|
+16%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$162K
|
+$162K
|
+11,373
|
New
|
|
|
15
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$145K
|
+$145K
|
+10,209
|
New
|
|
|
16
|
Reilly Financial Advisors
La Mesa,
California
|
$38K
|
+$37.8K
|
+2,650
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
-$4.74K
|
-333
|
-15%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$23K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$155K
|
-10,889
|
Closed
|
|
|
20
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$150K
|
-10,508
|
Closed
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$33K
|
-2,329
|
Closed
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$14K
|
-971
|
Closed
|
|
