|
1
|
Karpus Investment Management
Pittsford,
New York
|
$3.23M
|
+$2.76M
|
+189,310
|
+645%
|
|
|
2
|
Mackay Shields LLC
New York
|
$2.77M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.47M
|
-$15
|
-1
|
-0%
|
|
|
4
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$2.37M
|
+$194K
|
+13,304
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
+$63.8K
|
+4,374
|
+5%
|
|
|
6
|
Indie Asset Partners
Carmel,
Indiana
|
$676K
|
+$344K
|
+23,578
|
+106%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$668K
|
+$39.5K
|
+2,707
|
+6%
|
|
|
8
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$642K
|
–
|
–
|
–
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$576K
|
+$202K
|
+13,866
|
+55%
|
|
|
10
|
|
$489K
|
–
|
–
|
–
|
|
|
11
|
Harvey Capital Management
Palm Beach,
Florida
|
$408K
|
+$36.5K
|
+2,500
|
+10%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$387K
|
+$102
|
+7
|
+0%
|
|
|
13
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$260K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$246K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$233K
|
-$28K
|
-1,923
|
-11%
|
|
|
16
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$190K
|
+$188K
|
+12,865
|
New
|
|
|
18
|
North Star Investment Management
Chicago,
Illinois
|
$170K
|
–
|
–
|
–
|
|
|
19
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$154K
|
+$152K
|
+10,415
|
New
|
|
|
20
|
Reilly Financial Advisors
La Mesa,
California
|
$64K
|
-$19K
|
-1,300
|
-23%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$58K
|
-$8.78K
|
-602
|
-13%
|
|
|
22
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$30K
|
+$29.2K
|
+2,000
|
New
|
|
|
23
|
SVB Wealth
Boston,
Massachusetts
|
$25K
|
+$25.3K
|
+1,732
|
New
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$7K
|
+$7.29K
|
+500
|
New
|
|
|
25
|
FSA Wealth Management
Needham,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
