|
1
|
Wells Fargo
San Francisco,
California
|
$51.1M
|
+$2.7M
|
+123,599
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$32.6M
|
-$204K
|
-9,345
|
-0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$30.2M
|
+$2.26M
|
+103,703
|
+8%
|
|
|
4
|
|
$24.7M
|
-$1.2M
|
-55,016
|
-5%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$23.5M
|
-$2.38M
|
-108,797
|
-9%
|
|
|
6
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$10.9M
|
+$10.7M
|
+489,149
|
New
|
|
|
7
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$8.89M
|
-$13M
|
-594,833
|
-60%
|
|
|
8
|
VanEck Associates
New York
|
$6.49M
|
+$280K
|
+12,843
|
+5%
|
|
|
9
|
Narwhal Capital Management
Marietta,
Georgia
|
$5.72M
|
+$320K
|
+14,639
|
+6%
|
|
|
10
|
WealthBridge Capital Management
Westerville,
Ohio
|
$5.21M
|
+$139K
|
+6,368
|
+3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$5.01M
|
+$235K
|
+10,785
|
+5%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$3.75M
|
+$2.42K
|
+111
|
+0.1%
|
|
|
13
|
Mackay Shields LLC
New York
|
$3.73M
|
–
|
–
|
–
|
|
|
14
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.4M
|
-$1.05M
|
-48,064
|
-24%
|
|
|
15
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$3.2M
|
–
|
–
|
–
|
|
|
16
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$3.11M
|
+$240K
|
+11,000
|
+9%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.69M
|
+$98.8K
|
+4,527
|
+4%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.31M
|
+$535K
|
+24,524
|
+31%
|
|
|
19
|
|
$2.11M
|
+$118K
|
+5,422
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.05M
|
+$334K
|
+15,311
|
+20%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.03M
|
+$247K
|
+11,330
|
+14%
|
|
|
22
|
Landscape Capital Management
Englewood,
New Jersey
|
$2.03M
|
-$2.48M
|
-113,790
|
-56%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.78M
|
+$29.5K
|
+1,351
|
+2%
|
|
|
24
|
City of London Investment Management
London,
United Kingdom
|
$1.67M
|
–
|
–
|
–
|
|
|
25
|
6 Meridian
Wichita,
Kansas
|
$1.59M
|
+$207K
|
+9,482
|
+15%
|
|
