|
1
|
Karpus Investment Management
Pittsford,
New York
|
$105M
|
+$4.75M
|
+210,844
|
+5%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$41.9M
|
-$9.64M
|
-428,091
|
-19%
|
|
|
3
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.6M
|
+$1.69M
|
+75,073
|
+5%
|
|
|
4
|
Almitas Capital
Santa Monica,
California
|
$33.9M
|
-$1.2M
|
-53,250
|
-3%
|
|
|
5
|
Mackay Shields LLC
New York
|
$31.1M
|
-$1.26M
|
-55,767
|
-4%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$31.1M
|
+$3.12M
|
+138,536
|
+11%
|
|
|
7
|
|
$28.3M
|
-$1.63M
|
-72,552
|
-6%
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$26.6M
|
-$3.02M
|
-134,170
|
-10%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$59.6K
|
-2,648
|
-0.3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16M
|
-$764K
|
-33,923
|
-5%
|
|
|
11
|
City of London Investment Management
London,
United Kingdom
|
$15.1M
|
–
|
–
|
–
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$13.9M
|
+$1.6M
|
+70,960
|
+13%
|
|
|
13
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$12.4M
|
+$717K
|
+31,848
|
+6%
|
|
|
14
|
VanEck Associates
New York
|
$12.1M
|
+$1.4M
|
+62,301
|
+13%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.5M
|
-$224K
|
-9,956
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.81M
|
+$339K
|
+15,051
|
+4%
|
|
|
17
|
Narwhal Capital Management
Marietta,
Georgia
|
$8.85M
|
-$37.5K
|
-1,666
|
-0.4%
|
|
|
18
|
1607 Capital Partners
Richmond,
Virginia
|
$6.64M
|
-$548K
|
-24,323
|
-8%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.76M
|
+$5.68M
|
+252,239
|
New
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$4.92M
|
+$251K
|
+11,149
|
+5%
|
|
|
21
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4.66M
|
+$17.7K
|
+787
|
+0.4%
|
|
|
22
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.34M
|
+$8.38K
|
+372
|
+0.2%
|
|
|
23
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$3.99M
|
+$310K
|
+13,750
|
+9%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
+$394K
|
+17,515
|
+13%
|
|
|
25
|
|
$3.27M
|
+$11.3K
|
+500
|
+0.3%
|
|
