|
1
|
Karpus Investment Management
Pittsford,
New York
|
$39.5M
|
+$1.9M
|
+106,581
|
+5%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$13M
|
-$957K
|
-53,632
|
-7%
|
|
|
3
|
Icon Advisers
Greenwood Village,
Colorado
|
$7.82M
|
+$1.12M
|
+62,621
|
+17%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$7.11M
|
+$1.63M
|
+91,551
|
+30%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$4.12M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.99M
|
-$1.95M
|
-109,562
|
-40%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$537K
|
+$26.4K
|
+1,481
|
+5%
|
|
|
8
|
Duncker Streett & Co
St. Louis,
Missouri
|
$395K
|
-$50K
|
-2,800
|
-11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$341K
|
+$45K
|
+2,524
|
+15%
|
|
|
10
|
|
$329K
|
+$80.9K
|
+4,535
|
+33%
|
|
|
11
|
Point View Wealth Management
Summit,
New Jersey
|
$291K
|
–
|
–
|
–
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$281K
|
+$281K
|
+15,743
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$266K
|
-$53.5K
|
-3,000
|
-17%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$231K
|
-$13.1K
|
-732
|
-5%
|
|
|
15
|
Raymond James Trust
St. Petersburg,
Florida
|
$217K
|
-$26.9K
|
-1,505
|
-11%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$148K
|
+$14.5K
|
+810
|
+11%
|
|
|
17
|
Proficio Capital Partners
Newton,
Massachusetts
|
$86K
|
-$6.6K
|
-370
|
-7%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$67K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$45K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$40K
|
-$8.92K
|
-500
|
-18%
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$35K
|
+$35.3K
|
+1,979
|
New
|
|
|
22
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$19K
|
–
|
–
|
–
|
|
|
25
|
WFG Advisors
Dallas,
Texas
|
$11K
|
–
|
–
|
–
|
|
