|
1
|
Karpus Investment Management
Pittsford,
New York
|
$20.1M
|
-$130K
|
-9,020
|
-0.6%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$11M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.55M
|
+$2.66M
|
+185,005
|
+36%
|
|
|
4
|
|
$2.5M
|
-$619K
|
-43,060
|
-19%
|
|
|
5
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.77M
|
-$329K
|
-22,935
|
-15%
|
|
|
6
|
Icon Advisers
Greenwood Village,
Colorado
|
$1.63M
|
+$1.7M
|
+118,138
|
New
|
|
|
7
|
Oxbow Advisors
Austin,
Texas
|
$678K
|
-$3.43K
|
-239
|
-0.5%
|
|
|
8
|
Landscape Capital Management
Englewood,
New Jersey
|
$306K
|
+$115K
|
+8,019
|
+57%
|
|
|
9
|
Global Endowment Management
Charlotte,
North Carolina
|
$244K
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$204K
|
+$213K
|
+14,800
|
New
|
|
|
11
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$165K
|
–
|
–
|
–
|
|
|
12
|
Doliver Advisors
Houston,
Texas
|
$146K
|
-$222K
|
-15,437
|
-59%
|
|
|
13
|
Delta Asset Management
Memphis,
Tennessee
|
$137K
|
–
|
–
|
–
|
|
|
14
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$74K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$49K
|
+$20.1K
|
+1,400
|
+64%
|
|
|
17
|
|
$31K
|
-$14K
|
-975
|
-31%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$31K
|
+$23.1K
|
+1,609
|
+262%
|
|
|
19
|
Bruderman Asset Management
Locust Valley,
New York
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Howe & Rusling
Rochester,
New York
|
$14K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9K
|
–
|
–
|
–
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
24
|
Highland Capital Management (Texas)
Dallas,
Texas
|
$2K
|
+$1.78K
|
+124
|
New
|
|
|
25
|
American International Group
New York
|
$1.25K
|
–
|
–
|
–
|
|
