|
1
|
Karpus Investment Management
Pittsford,
New York
|
$106M
|
+$1.61M
|
+70,588
|
+2%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$36.6M
|
-$5.02M
|
-220,685
|
-12%
|
|
|
3
|
Mackay Shields LLC
New York
|
$35.6M
|
+$4.6M
|
+202,135
|
+15%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.4M
|
–
|
–
|
–
|
|
|
5
|
Almitas Capital
Santa Monica,
California
|
$33.7M
|
–
|
–
|
–
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$31.8M
|
+$911K
|
+40,015
|
+3%
|
|
|
7
|
|
$28.3M
|
+$125K
|
+5,500
|
+0.4%
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$20M
|
-$6.49M
|
-284,985
|
-24%
|
|
|
9
|
Sentinel Trust
Houston,
Texas
|
$19M
|
+$5.17M
|
+227,104
|
+37%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
-$487K
|
-21,402
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
+$154K
|
+6,760
|
+1%
|
|
|
12
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$14M
|
+$1.7M
|
+74,827
|
+14%
|
|
|
13
|
City of London Investment Management
London,
United Kingdom
|
$12.3M
|
-$2.77M
|
-121,707
|
-18%
|
|
|
14
|
VanEck Associates
New York
|
$11.1M
|
-$859K
|
-37,738
|
-7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$1.35M
|
+59,136
|
+14%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$10M
|
-$421K
|
-18,486
|
-4%
|
|
|
17
|
1607 Capital Partners
Richmond,
Virginia
|
$8.75M
|
+$2.15M
|
+94,675
|
+33%
|
|
|
18
|
Narwhal Capital Management
Marietta,
Georgia
|
$8.11M
|
-$697K
|
-30,635
|
-8%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.46M
|
-$267K
|
-11,742
|
-5%
|
|
|
20
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$5.18M
|
+$1.21M
|
+53,374
|
+31%
|
|
|
21
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4.65M
|
+$17.5K
|
+767
|
+0.4%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$4.58M
|
-$313K
|
-13,740
|
-6%
|
|
|
23
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.45M
|
+$134K
|
+5,870
|
+3%
|
|
|
24
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.78M
|
+$783K
|
+34,400
|
+26%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.19M
|
-$367K
|
-16,119
|
-10%
|
|
