|
1
|
Karpus Investment Management
Pittsford,
New York
|
$19.7M
|
+$3.04M
|
+212,077
|
+18%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$11.3M
|
+$333K
|
+23,266
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.53M
|
+$164K
|
+11,442
|
+3%
|
|
|
4
|
|
$3.32M
|
+$206K
|
+14,411
|
+7%
|
|
|
5
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$2.35M
|
-$86.3K
|
-6,030
|
-3%
|
|
|
6
|
Oxbow Advisors
Austin,
Texas
|
$701K
|
-$4.7K
|
-328
|
-0.7%
|
|
|
7
|
Doliver Advisors
Houston,
Texas
|
$461K
|
-$73.2K
|
-5,114
|
-14%
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
9
|
Redmond Asset Management
Henrico,
Virginia
|
$285K
|
–
|
–
|
–
|
|
|
10
|
Landscape Capital Management
Englewood,
New Jersey
|
$265K
|
+$99.4K
|
+6,943
|
+59%
|
|
|
11
|
Global Endowment Management
Charlotte,
North Carolina
|
$251K
|
–
|
–
|
–
|
|
|
12
|
AQR Capital Management
Greenwich,
Connecticut
|
$198K
|
-$158K
|
-11,011
|
-44%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$195K
|
–
|
–
|
–
|
|
|
14
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$170K
|
–
|
–
|
–
|
|
|
15
|
Delta Asset Management
Memphis,
Tennessee
|
$140K
|
-$716
|
-50
|
-0.5%
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$76K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$33K
|
+$33.8K
|
+2,362
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$30K
|
+$12.3K
|
+856
|
+66%
|
|
|
20
|
|
$25K
|
+$186
|
+13
|
+0.8%
|
|
|
21
|
Gary Goldberg Planning Services
Suffern,
New York
|
$14K
|
–
|
–
|
–
|
|
|
22
|
Howe & Rusling
Rochester,
New York
|
$14K
|
–
|
–
|
–
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
24
|
National Planning Corporation
El Segundo,
California
|
$7.17K
|
+$7.16K
|
+500
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
–
|
–
|
–
|
|
