|
1
|
|
$98.2M
|
+$3.2M
|
+170,663
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$24.5M
|
+$2.78M
|
+148,672
|
+13%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$20.6M
|
-$8.09M
|
-431,936
|
-29%
|
|
|
4
|
|
$20.1M
|
+$125K
|
+6,684
|
+0.6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
+$1.09M
|
+58,098
|
+6%
|
|
|
6
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$9.65M
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.23M
|
-$199K
|
-10,612
|
-2%
|
|
|
8
|
Private Wealth Partners
Mill Valley,
California
|
$7.83M
|
-$158K
|
-8,430
|
-2%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$7.7M
|
–
|
–
|
–
|
|
|
10
|
Lazard Asset Management
New York
|
$6.95M
|
-$6.77M
|
-361,817
|
-50%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.38M
|
+$6.24M
|
+333,330
|
New
|
|
|
12
|
|
$4.34M
|
-$254K
|
-13,561
|
-6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.28M
|
-$80K
|
-4,272
|
-2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.17M
|
+$131K
|
+6,989
|
+4%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$2.7M
|
+$419K
|
+22,365
|
+19%
|
|
|
16
|
First Allied Advisory Services
San Diego,
California
|
$2.7M
|
-$3.99K
|
-213
|
-0.2%
|
|
|
17
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.69M
|
-$47.5K
|
-2,535
|
-2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.62M
|
-$3.7M
|
-197,842
|
-59%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$2.5M
|
-$48.1K
|
-2,569
|
-2%
|
|
|
20
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.17M
|
–
|
–
|
–
|
|
|
21
|
Oppenheimer & Co
New York
|
$2.01M
|
+$744K
|
+39,736
|
+61%
|
|
|
22
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.58M
|
-$738K
|
-39,393
|
-32%
|
|
|
23
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.53M
|
–
|
–
|
–
|
|
|
24
|
First Trust Advisors
Wheaton,
Illinois
|
$1.53M
|
-$21.8K
|
-1,163
|
-1%
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
$1.17M
|
+$1.15M
|
+61,365
|
New
|
|
