|
1
|
Karpus Investment Management
Pittsford,
New York
|
$3.17M
|
-$48.6K
|
-3,300
|
-2%
|
|
|
2
|
Mackay Shields LLC
New York
|
$2.76M
|
–
|
–
|
–
|
|
|
3
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$2.25M
|
-$116K
|
-7,887
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.85M
|
-$615K
|
-41,692
|
-25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
+$107K
|
+7,273
|
+8%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$731K
|
+$64.3K
|
+4,359
|
+10%
|
|
|
7
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$641K
|
-$339
|
-23
|
-0.1%
|
|
|
8
|
Indie Asset Partners
Carmel,
Indiana
|
$516K
|
-$160K
|
-10,862
|
-24%
|
|
|
9
|
|
$478K
|
-$10.3K
|
-700
|
-2%
|
|
|
10
|
Harvey Capital Management
Palm Beach,
Florida
|
$408K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$396K
|
-$179K
|
-12,135
|
-31%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$387K
|
+$44
|
+3
|
+0%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$303K
|
+$114K
|
+7,708
|
+60%
|
|
|
14
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$260K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$246K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$233K
|
–
|
–
|
–
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
18
|
North Star Investment Management
Chicago,
Illinois
|
$170K
|
–
|
–
|
–
|
|
|
19
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$161K
|
+$7.37K
|
+500
|
+5%
|
|
|
20
|
Reilly Financial Advisors
La Mesa,
California
|
$64K
|
–
|
–
|
–
|
|
|
21
|
SVB Wealth
Boston,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$58K
|
-3,898
|
Closed
|
|
|
23
|
Beese Fulmer Investment Management
Canton,
Ohio
|
–
|
-$30K
|
-2,000
|
Closed
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$7K
|
-500
|
Closed
|
|
|
25
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$5K
|
-317
|
Closed
|
|
