|
1
|
Karpus Investment Management
Pittsford,
New York
|
$99M
|
+$18.2M
|
+820,002
|
+23%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$50.8M
|
+$3.08M
|
+138,439
|
+7%
|
|
|
3
|
Almitas Capital
Santa Monica,
California
|
$34.6M
|
-$423K
|
-18,997
|
-1%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$33.4M
|
+$1.75M
|
+78,600
|
+6%
|
|
|
5
|
Mackay Shields LLC
New York
|
$31.9M
|
-$3.2M
|
-144,013
|
-9%
|
|
|
6
|
|
$29.5M
|
+$625K
|
+28,118
|
+2%
|
|
|
7
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$29.2M
|
–
|
–
|
–
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$27.5M
|
+$737K
|
+33,115
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
-$120K
|
-5,403
|
-0.7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16.5M
|
-$1.22M
|
-54,955
|
-7%
|
|
|
11
|
City of London Investment Management
London,
United Kingdom
|
$14.9M
|
+$1.19M
|
+53,700
|
+9%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$12.1M
|
-$957K
|
-43,026
|
-7%
|
|
|
13
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$11.5M
|
+$3.02M
|
+135,584
|
+36%
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.6M
|
-$222
|
-10
|
-0%
|
|
|
15
|
VanEck Associates
New York
|
$10.5M
|
+$388K
|
+17,433
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.32M
|
-$821K
|
-36,899
|
-8%
|
|
|
17
|
Narwhal Capital Management
Marietta,
Georgia
|
$8.75M
|
-$756K
|
-33,995
|
-8%
|
|
|
18
|
1607 Capital Partners
Richmond,
Virginia
|
$7.08M
|
-$275K
|
-12,350
|
-4%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.97M
|
-$319K
|
-14,328
|
-5%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$4.59M
|
+$165K
|
+7,404
|
+4%
|
|
|
21
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4.57M
|
-$25K
|
-1,123
|
-0.5%
|
|
|
22
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.26M
|
-$258K
|
-11,603
|
-6%
|
|
|
23
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$3.61M
|
-$87.6K
|
-3,937
|
-2%
|
|
|
24
|
|
$3.21M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.13M
|
-$445K
|
-20,001
|
-13%
|
|
