|
1
|
Mackay Shields LLC
New York
|
$3.22M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.02M
|
-$29K
|
-1,999
|
-1%
|
|
|
3
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$1.5M
|
+$1.5M
|
+103,554
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
-$157K
|
-10,822
|
-10%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$1.34M
|
-$58.1K
|
-4,000
|
-4%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$589K
|
-$44.6K
|
-3,073
|
-7%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$482K
|
+$208K
|
+14,355
|
+76%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$379K
|
+$885
|
+61
|
+0.2%
|
|
|
9
|
Harvey Capital Management
Palm Beach,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
10
|
|
$301K
|
+$91.5K
|
+6,300
|
+43%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$295K
|
-$25.7K
|
-1,772
|
-8%
|
|
|
12
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$255K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$241K
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$220K
|
-$25.4K
|
-1,750
|
-10%
|
|
|
15
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$205K
|
–
|
–
|
–
|
|
|
16
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$192K
|
+$192K
|
+13,247
|
New
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$166K
|
–
|
–
|
–
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$106K
|
-$67.5K
|
-4,651
|
-39%
|
|
|
19
|
Reilly Financial Advisors
La Mesa,
California
|
$82K
|
–
|
–
|
–
|
|
|
20
|
FSA Wealth Management
Needham,
Massachusetts
|
$5K
|
+$4.6K
|
+317
|
New
|
|
|
21
|
Naples Global Advisors
Naples,
Florida
|
–
|
-$236K
|
-16,400
|
Closed
|
|
|
22
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$9K
|
-598
|
Closed
|
|
