|
1
|
Karpus Investment Management
Pittsford,
New York
|
$16.2M
|
+$6.11M
|
+412,951
|
+60%
|
|
|
2
|
|
$2.71M
|
+$6.14K
|
+415
|
+0.2%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.51M
|
–
|
–
|
–
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$1.16M
|
-$172K
|
-11,651
|
-13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$844K
|
-$249K
|
-16,812
|
-23%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$826K
|
-$646K
|
-43,665
|
-44%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$772K
|
+$194K
|
+13,118
|
+34%
|
|
|
8
|
Roundview Capital
Princeton,
New Jersey
|
$757K
|
–
|
–
|
–
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$727K
|
+$592K
|
+40,000
|
+439%
|
|
|
10
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$631K
|
–
|
–
|
–
|
|
|
11
|
Menlo Advisors
Menlo Park,
California
|
$626K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$391K
|
-$81.4K
|
-5,500
|
-17%
|
|
|
13
|
Avitas Wealth Management
Los Angeles,
California
|
$361K
|
+$361K
|
+24,400
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$263K
|
-$33.6K
|
-2,271
|
-11%
|
|
|
15
|
Covington Capital Management
Los Angeles,
California
|
$44K
|
–
|
–
|
–
|
|
|
16
|
Harrington Investments
Napa,
California
|
$30K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
18
|
Apriem Advisors
Irvine,
California
|
$12K
|
+$11.6K
|
+787
|
New
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$206K
|
-13,950
|
Closed
|
|
|
20
|
Intellectus Partners
San Francisco,
California
|
–
|
-$162K
|
-12,794
|
Closed
|
|
