|
1
|
Karpus Investment Management
Pittsford,
New York
|
$17.1M
|
+$3.09M
|
+211,552
|
+22%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$11.2M
|
+$615K
|
+42,149
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.51M
|
-$339K
|
-23,218
|
-5%
|
|
|
4
|
|
$3.19M
|
-$422K
|
-28,918
|
-12%
|
|
|
5
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$2.5M
|
-$36K
|
-2,470
|
-1%
|
|
|
6
|
Oxbow Advisors
Austin,
Texas
|
$722K
|
-$13.9K
|
-955
|
-2%
|
|
|
7
|
Doliver Advisors
Houston,
Texas
|
$547K
|
-$80.6K
|
-5,524
|
-13%
|
|
|
8
|
AQR Capital Management
Greenwich,
Connecticut
|
$362K
|
-$109K
|
-7,454
|
-23%
|
|
|
9
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$300K
|
+$302K
|
+20,700
|
New
|
|
|
10
|
Redmond Asset Management
Henrico,
Virginia
|
$291K
|
-$3.65K
|
-250
|
-1%
|
|
|
11
|
Global Endowment Management
Charlotte,
North Carolina
|
$256K
|
–
|
–
|
–
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$200K
|
–
|
–
|
–
|
|
|
13
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$174K
|
-$24.8K
|
-1,700
|
-12%
|
|
|
14
|
Landscape Capital Management
Englewood,
New Jersey
|
$171K
|
+$4.81K
|
+330
|
+3%
|
|
|
15
|
Delta Asset Management
Memphis,
Tennessee
|
$144K
|
–
|
–
|
–
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$78K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69K
|
-$46.4K
|
-3,180
|
-40%
|
|
|
18
|
|
$25K
|
-$9.63K
|
-660
|
-28%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
20
|
Gary Goldberg Planning Services
Suffern,
New York
|
$14K
|
-$7.29K
|
-500
|
-33%
|
|
|
21
|
Howe & Rusling
Rochester,
New York
|
$14K
|
–
|
–
|
–
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
24
|
|
$8K
|
-$23.5K
|
-1,608
|
-73%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
–
|
–
|
–
|
|
