|
1
|
Karpus Investment Management
Pittsford,
New York
|
$31.8M
|
+$23.1M
|
+1,554,882
|
+278%
|
|
|
2
|
Eaton Vance Management
Boston,
Massachusetts
|
$5.74M
|
+$693K
|
+46,640
|
+14%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.35M
|
-$231K
|
-15,572
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.18M
|
-$862
|
-58
|
-0%
|
|
|
5
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.18M
|
+$21.9K
|
+1,474
|
+0.7%
|
|
|
6
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$3.01M
|
–
|
–
|
–
|
|
|
7
|
Roundview Capital
Princeton,
New Jersey
|
$1.52M
|
-$18.6K
|
-1,250
|
-1%
|
|
|
8
|
|
$1.5M
|
-$20.3K
|
-1,366
|
-1%
|
|
|
9
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1.37M
|
-$40.1K
|
-2,700
|
-3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.25M
|
+$96.6K
|
+6,500
|
+8%
|
|
|
11
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$1.22M
|
+$184K
|
+12,357
|
+18%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$834K
|
+$434K
|
+29,206
|
+111%
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$823K
|
+$814K
|
+54,787
|
New
|
|
|
14
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$798K
|
+$789K
|
+53,100
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$792K
|
+$116K
|
+7,805
|
+17%
|
|
|
16
|
Lantz Financial
Naperville,
Illinois
|
$770K
|
-$34.5K
|
-2,321
|
-4%
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$680K
|
-$29.8K
|
-2,006
|
-4%
|
|
|
18
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$663K
|
+$654
|
+44
|
+0.1%
|
|
|
19
|
Magnus Financial Group
New York
|
$642K
|
-$550K
|
-36,994
|
-46%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$642K
|
+$293K
|
+19,738
|
+86%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$584K
|
+$88K
|
+5,923
|
+18%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$492K
|
+$44.6K
|
+3,000
|
+10%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$452K
|
+$447K
|
+30,062
|
New
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$442K
|
+$25.3K
|
+1,700
|
+6%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$405K
|
-$91.8K
|
-6,182
|
-19%
|
|