|
1
|
Karpus Investment Management
Pittsford,
New York
|
$20.4M
|
-$201K
|
-16,712
|
-1%
|
|
|
2
|
Mackay Shields LLC
New York
|
$5.84M
|
–
|
–
|
–
|
|
|
3
|
Wealthspire Advisors (New York)
New York
|
$5.29M
|
+$1.64M
|
+136,758
|
+44%
|
|
|
4
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$5.29M
|
+$5.39M
|
+448,092
|
New
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$3.54M
|
+$80.6K
|
+6,708
|
+2%
|
|
|
6
|
Claybrook Capital
Wellesley,
Massachusetts
|
$3.04M
|
–
|
–
|
–
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.55M
|
+$208K
|
+17,309
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.36M
|
-$68.5K
|
-5,702
|
-3%
|
|
|
9
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.22M
|
-$12.5K
|
-1,036
|
-0.5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.73M
|
-$188K
|
-15,645
|
-10%
|
|
|
11
|
1607 Capital Partners
Richmond,
Virginia
|
$1.72M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.3M
|
-$3K
|
-250
|
-0.2%
|
|
|
13
|
|
$1.21M
|
-$33.7K
|
-2,808
|
-3%
|
|
|
14
|
|
$782K
|
-$23.5K
|
-1,953
|
-3%
|
|
|
15
|
Moors & Cabot
Boston,
Massachusetts
|
$667K
|
+$54.1K
|
+4,500
|
+9%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$574K
|
+$31.3K
|
+2,604
|
+6%
|
|
|
17
|
Curi RMB Capital
Chicago,
Illinois
|
$388K
|
-$288K
|
-23,986
|
-42%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$342K
|
–
|
–
|
–
|
|
|
19
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$315K
|
-$28.4K
|
-2,366
|
-8%
|
|
|
20
|
Horizon Kinetics Asset Management
New York
|
$273K
|
–
|
–
|
–
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$257K
|
+$2.88K
|
+240
|
+1%
|
|
|
22
|
AJ Wealth Strategies
New York
|
$254K
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$219K
|
-$38.5K
|
-3,200
|
-15%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$193K
|
–
|
–
|
–
|
|
|
25
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$172K
|
–
|
–
|
–
|
|
