|
1
|
Wells Fargo
San Francisco,
California
|
$57.2M
|
+$3.75M
|
+165,476
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$33.4M
|
-$564K
|
-24,859
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$32.6M
|
+$1.12M
|
+49,410
|
+4%
|
|
|
4
|
|
$25.9M
|
+$66.2K
|
+2,919
|
+0.3%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$18.1M
|
-$6.26M
|
-276,084
|
-26%
|
|
|
6
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$12M
|
+$641K
|
+28,270
|
+6%
|
|
|
7
|
VanEck Associates
New York
|
$7.75M
|
+$943K
|
+41,560
|
+14%
|
|
|
8
|
Narwhal Capital Management
Marietta,
Georgia
|
$5.97M
|
-$2.99K
|
-132
|
-0.1%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$5.04M
|
-$187K
|
-8,249
|
-4%
|
|
|
10
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.58M
|
-$144K
|
-6,368
|
-3%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$3.92M
|
+$2.43K
|
+107
|
+0.1%
|
|
|
12
|
Mackay Shields LLC
New York
|
$3.9M
|
–
|
–
|
–
|
|
|
13
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.53M
|
-$17K
|
-749
|
-0.5%
|
|
|
14
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$3.34M
|
+$88.5K
|
+3,900
|
+3%
|
|
|
15
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$3.16M
|
-$170K
|
-7,495
|
-5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.45M
|
+$317K
|
+13,971
|
+15%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.41M
|
-$383K
|
-16,879
|
-14%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.34M
|
-$65.2K
|
-2,876
|
-3%
|
|
|
19
|
|
$2.33M
|
+$131K
|
+5,765
|
+6%
|
|
|
20
|
Landscape Capital Management
Englewood,
New Jersey
|
$2.3M
|
+$179K
|
+7,888
|
+9%
|
|
|
21
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.19M
|
-$6.92M
|
-305,024
|
-76%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.11M
|
-$34.7K
|
-1,531
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.88M
|
+$18.6K
|
+822
|
+1%
|
|
|
24
|
City of London Investment Management
London,
United Kingdom
|
$1.74M
|
–
|
–
|
–
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$1.71M
|
+$96.8K
|
+4,266
|
+6%
|
|
