|
1
|
Karpus Investment Management
Pittsford,
New York
|
$20.4M
|
+$3.88M
|
+342,189
|
+24%
|
|
|
2
|
Mackay Shields LLC
New York
|
$5.79M
|
–
|
–
|
–
|
|
|
3
|
Wealthspire Advisors (New York)
New York
|
$3.64M
|
+$723K
|
+63,804
|
+26%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$3.43M
|
-$168K
|
-14,865
|
-5%
|
|
|
5
|
Claybrook Capital
Wellesley,
Massachusetts
|
$3.01M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.41M
|
-$138K
|
-12,201
|
-6%
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.33M
|
+$1.37M
|
+121,234
|
+156%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.21M
|
+$212K
|
+18,723
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.9M
|
+$21.8K
|
+1,929
|
+1%
|
|
|
10
|
1607 Capital Partners
Richmond,
Virginia
|
$1.71M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.29M
|
-$219K
|
-19,346
|
-15%
|
|
|
12
|
|
$1.23M
|
-$108K
|
-9,545
|
-8%
|
|
|
13
|
|
$799K
|
-$153K
|
-13,516
|
-17%
|
|
|
14
|
Curi RMB Capital
Chicago,
Illinois
|
$665K
|
+$644K
|
+56,848
|
New
|
|
|
15
|
Moors & Cabot
Boston,
Massachusetts
|
$610K
|
+$39.6K
|
+3,500
|
+7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$539K
|
-$101K
|
-8,954
|
-16%
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$340K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$339K
|
+$328K
|
+29,000
|
New
|
|
|
19
|
Horizon Kinetics Asset Management
New York
|
$271K
|
-$33.2K
|
-2,930
|
-11%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$255K
|
-$7.59K
|
-670
|
-3%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$252K
|
+$2.34K
|
+207
|
+1%
|
|
|
22
|
AJ Wealth Strategies
New York
|
$252K
|
+$243K
|
+21,497
|
New
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$192K
|
+$11.3K
|
+1,000
|
+7%
|
|
|
24
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$170K
|
+$165K
|
+14,534
|
New
|
|
|
25
|
AQR Arbitrage
Greenwich,
Connecticut
|
$170K
|
+$165K
|
+14,563
|
New
|
|
