|
1
|
Mackay Shields LLC
New York
|
$2.71M
|
-$504K
|
-34,857
|
-16%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.41M
|
+$394K
|
+27,241
|
+19%
|
|
|
3
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$2.12M
|
+$630K
|
+43,582
|
+42%
|
|
|
4
|
Mirabella Financial Services
London,
United Kingdom
|
$1.48M
|
+$1.48M
|
+102,279
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.3M
|
-$101K
|
-7,015
|
-7%
|
|
|
6
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$627K
|
+$437K
|
+30,236
|
+228%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$614K
|
+$26.9K
|
+1,858
|
+5%
|
|
|
8
|
|
$478K
|
+$178K
|
+12,280
|
+59%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$424K
|
-$910K
|
-62,943
|
-68%
|
|
|
10
|
Cardan Capital Partners
Denver,
Colorado
|
$379K
|
+$361
|
+25
|
+0.1%
|
|
|
11
|
Harvey Capital Management
Palm Beach,
Florida
|
$363K
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$363K
|
+$144K
|
+9,948
|
+65%
|
|
|
13
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$340K
|
+$340K
|
+23,538
|
New
|
|
|
14
|
Indie Asset Partners
Carmel,
Indiana
|
$322K
|
+$322K
|
+22,284
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$256K
|
-$38K
|
-2,630
|
-13%
|
|
|
16
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$254K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$241K
|
–
|
–
|
–
|
|
|
18
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$204K
|
–
|
–
|
–
|
|
|
19
|
|
$189K
|
+$190K
|
+13,119
|
New
|
|
|
20
|
North Star Investment Management
Chicago,
Illinois
|
$166K
|
–
|
–
|
–
|
|
|
21
|
Reilly Financial Advisors
La Mesa,
California
|
$82K
|
–
|
–
|
–
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$65K
|
-$40.5K
|
-2,800
|
-38%
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$9K
|
+$8.65K
|
+598
|
New
|
|
|
24
|
FSA Wealth Management
Needham,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$482K
|
-33,312
|
Closed
|
|
