|
1
|
Karpus Investment Management
Pittsford,
New York
|
$67.9M
|
+$23.7M
|
+2,672,319
|
+57%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$36.7M
|
-$937K
|
-105,527
|
-3%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$16.3M
|
+$806K
|
+90,700
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
-$21.2M
|
-2,388,301
|
-61%
|
|
|
5
|
Icon Advisers
Greenwood Village,
Colorado
|
$4.79M
|
+$1.54M
|
+172,816
|
+50%
|
|
|
6
|
|
$2.83M
|
+$2.71M
|
+305,459
|
New
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.4M
|
+$200K
|
+22,533
|
+18%
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.01M
|
+$975K
|
+109,732
|
New
|
|
|
9
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$944K
|
+$304K
|
+34,200
|
+50%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$603K
|
-$122K
|
-13,718
|
-17%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$431K
|
-$202K
|
-22,747
|
-33%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$429K
|
-$446K
|
-50,242
|
-52%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$373K
|
-$31.8K
|
-3,576
|
-8%
|
|
|
14
|
|
$359K
|
+$50.3K
|
+5,664
|
+17%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$346K
|
-$9.27K
|
-1,044
|
-3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$314K
|
-$1.51K
|
-170
|
-0.5%
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$239K
|
–
|
–
|
–
|
|
|
18
|
First Nebraska Trust
Lincoln,
Nebraska
|
$206K
|
+$27.2K
|
+3,065
|
+16%
|
|
|
19
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$185K
|
-$516K
|
-58,140
|
-74%
|
|
|
20
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$178K
|
+$171K
|
+19,289
|
New
|
|
|
21
|
Royal Fund Management
Lady Lake,
Florida
|
$129K
|
–
|
–
|
–
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$116K
|
-$3.55K
|
-400
|
-3%
|
|
|
23
|
Horizon Kinetics Asset Management
New York
|
$115K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$113K
|
+$1.25K
|
+141
|
+1%
|
|
|
25
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$37K
|
–
|
–
|
–
|
|
