|
1
|
Karpus Investment Management
Pittsford,
New York
|
$13.1M
|
+$2.12M
|
+204,061
|
+20%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.17M
|
+$1.09M
|
+104,446
|
+28%
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.91M
|
-$46.7K
|
-4,497
|
-2%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$1.67M
|
-$602K
|
-57,947
|
-27%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46M
|
+$469K
|
+45,165
|
+50%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.16M
|
-$12K
|
-1,150
|
-1%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$557K
|
+$160K
|
+15,400
|
+43%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$557K
|
-$5.56K
|
-535
|
-1%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$422K
|
-$117K
|
-11,221
|
-22%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$280K
|
+$29.8K
|
+2,865
|
+12%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$222K
|
+$215K
|
+20,731
|
New
|
|
|
12
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$207K
|
–
|
–
|
–
|
|
|
13
|
Clear Creek Financial Management
Silverdale,
Washington
|
$190K
|
-$11.3K
|
-1,090
|
-6%
|
|
|
14
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$151K
|
+$26.9K
|
+2,588
|
+23%
|
|
|
15
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$136K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$127K
|
-$116K
|
-11,200
|
-49%
|
|
|
17
|
NWF Advisory Services
Los Angeles,
California
|
$120K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120K
|
–
|
–
|
–
|
|
|
19
|
|
$94.1K
|
-$12.2K
|
-1,174
|
-12%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$93.6K
|
+$9.1K
|
+876
|
+11%
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$47.6K
|
+$5.99K
|
+576
|
+15%
|
|
|
22
|
Northwest Financial Advisors
Herndon,
Virginia
|
$28.5K
|
+$27.6K
|
+2,660
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.2K
|
-$5.39K
|
-519
|
-35%
|
|
|
24
|
Saba Capital Management
New York
|
–
|
-$1.33M
|
-129,914
|
Closed
|
|
|
25
|
Logan Stone Capital
Chicago,
Illinois
|
–
|
-$478K
|
-46,727
|
Closed
|
|
