|
1
|
Karpus Investment Management
Pittsford,
New York
|
$8.5M
|
+$1.49M
|
+133,121
|
+21%
|
|
|
2
|
Mackay Shields LLC
New York
|
$5.47M
|
+$148K
|
+13,241
|
+3%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$4.68M
|
-$67.4K
|
-6,013
|
-1%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.92M
|
+$767K
|
+68,434
|
+35%
|
|
|
5
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.84M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.27M
|
-$234K
|
-20,858
|
-9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.35M
|
+$155K
|
+13,793
|
+13%
|
|
|
8
|
|
$1.26M
|
+$32.2K
|
+2,875
|
+3%
|
|
|
9
|
|
$910K
|
-$49.8K
|
-4,447
|
-5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$772K
|
+$106K
|
+9,500
|
+16%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$666K
|
+$283K
|
+25,223
|
+72%
|
|
|
12
|
Geode Capital Management
Boston,
Massachusetts
|
$612K
|
-$257K
|
-22,935
|
-29%
|
|
|
13
|
Curi RMB Capital
Chicago,
Illinois
|
$467K
|
+$99.1K
|
+8,845
|
+27%
|
|
|
14
|
Infrastructure Capital Advisors
New York
|
$455K
|
–
|
–
|
–
|
|
|
15
|
Landscape Capital Management
Englewood,
New Jersey
|
$410K
|
-$35K
|
-3,121
|
-8%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$396K
|
+$401K
|
+35,815
|
New
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$292K
|
+$296K
|
+26,393
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$249K
|
+$46.2K
|
+4,120
|
+22%
|
|
|
20
|
Horizon Kinetics
New York
|
$236K
|
–
|
–
|
–
|
|
|
21
|
Edge Wealth Management
New York
|
$221K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$182K
|
+$184K
|
+16,459
|
New
|
|
|
23
|
AQR Arbitrage
Greenwich,
Connecticut
|
$177K
|
+$4.19K
|
+374
|
+2%
|
|
|
24
|
Tompkins Financial
Ithaca,
New York
|
$161K
|
–
|
–
|
–
|
|
|
25
|
1607 Capital Partners
Richmond,
Virginia
|
$152K
|
+$153K
|
+13,700
|
New
|
|
