|
1
|
Karpus Investment Management
Pittsford,
New York
|
$10.1M
|
+$3.72M
|
+260,466
|
+59%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$8.24M
|
+$1.4M
|
+97,779
|
+21%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.33M
|
-$1.1M
|
-77,367
|
-13%
|
|
|
4
|
|
$3.98M
|
+$1M
|
+70,334
|
+34%
|
|
|
5
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$2.54M
|
-$21.9K
|
-1,534
|
-0.9%
|
|
|
6
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.32M
|
+$915K
|
+64,062
|
+66%
|
|
|
7
|
Doliver Advisors
Houston,
Texas
|
$751K
|
-$102K
|
-7,170
|
-12%
|
|
|
8
|
Oxbow Advisors
Austin,
Texas
|
$751K
|
-$7.12K
|
-499
|
-0.9%
|
|
|
9
|
Redmond Asset Management
Henrico,
Virginia
|
$297K
|
-$3.57K
|
-250
|
-1%
|
|
|
10
|
Global Endowment Management
Charlotte,
North Carolina
|
$255K
|
–
|
–
|
–
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$199K
|
+$197K
|
+13,800
|
New
|
|
|
12
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$197K
|
–
|
–
|
–
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$160K
|
+$159K
|
+11,111
|
New
|
|
|
14
|
Delta Asset Management
Memphis,
Tennessee
|
$144K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
-$12.8K
|
-900
|
-10%
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$78K
|
–
|
–
|
–
|
|
|
17
|
AllianceBernstein
Nashville,
Tennessee
|
$77K
|
+$75.9K
|
+5,316
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$69K
|
+$68.1K
|
+4,767
|
New
|
|
|
19
|
|
$40K
|
+$6.55K
|
+459
|
+20%
|
|
|
20
|
Partnervest Advisory Services
Santa Barbara,
California
|
$27K
|
–
|
–
|
–
|
|
|
21
|
Gary Goldberg Planning Services
Suffern,
New York
|
$22K
|
+$21.4K
|
+1,500
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$18K
|
+$14.3K
|
+1,000
|
+333%
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$14K
|
–
|
–
|
–
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
25
|
|
$8K
|
-$50.9K
|
-3,566
|
-86%
|
|
