|
1
|
Karpus Investment Management
Pittsford,
New York
|
$20.3M
|
-$1.28M
|
-89,570
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$1.39K
|
-97
|
-0%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$10.6M
|
-$262K
|
-18,309
|
-2%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.23M
|
+$3.46M
|
+242,429
|
+128%
|
|
|
5
|
Icon Advisers
Greenwood Village,
Colorado
|
$4.6M
|
+$474K
|
+33,177
|
+12%
|
|
|
6
|
|
$1.39M
|
-$260K
|
-18,177
|
-16%
|
|
|
7
|
Oxbow Advisors
Austin,
Texas
|
$701K
|
-$3.44K
|
-241
|
-0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$311K
|
+$39.3K
|
+2,750
|
+15%
|
|
|
9
|
|
$309K
|
+$124K
|
+8,706
|
+69%
|
|
|
10
|
SII Investments
Appleton,
Wisconsin
|
$267K
|
+$113K
|
+7,890
|
+75%
|
|
|
11
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$173K
|
–
|
–
|
–
|
|
|
12
|
Delta Asset Management
Memphis,
Tennessee
|
$143K
|
–
|
–
|
–
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$30K
|
-$1.06K
|
-74
|
-3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
-$42.9K
|
-3,000
|
-63%
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Bruderman Asset Management
Locust Valley,
New York
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Howe & Rusling
Rochester,
New York
|
$14K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
20
|
|
$9K
|
–
|
–
|
–
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$8K
|
-$32.5K
|
-2,275
|
-79%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$215K
|
-14,800
|
Closed
|
|
