|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.79M
|
-$21.7K
|
-1,647
|
-1%
|
|
|
2
|
|
$735K
|
+$17.9K
|
+1,359
|
+2%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$649K
|
–
|
–
|
–
|
|
|
4
|
NWAM LLC
Mercer Island,
Washington
|
$442K
|
–
|
–
|
–
|
|
|
5
|
|
$411K
|
-$122K
|
-9,239
|
-22%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$318K
|
+$176K
|
+13,365
|
+119%
|
|
|
7
|
Matisse Capital
Portland,
Oregon
|
$317K
|
-$248K
|
-18,819
|
-43%
|
|
|
8
|
Curi RMB Capital
Chicago,
Illinois
|
$299K
|
+$305K
|
+23,184
|
New
|
|
|
9
|
Doliver Advisors
Houston,
Texas
|
$278K
|
-$7.88K
|
-599
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$190K
|
+$8.44K
|
+642
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$177K
|
+$4.24K
|
+322
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$161K
|
+$13.1K
|
+999
|
+9%
|
|
|
13
|
Mariner Investment Group
Harrison,
New York
|
$155K
|
–
|
–
|
–
|
|
|
14
|
Geode Capital Management
Boston,
Massachusetts
|
$146K
|
+$149K
|
+11,360
|
New
|
|
|
15
|
Joel Isaacson & Co
New York
|
$129K
|
–
|
–
|
–
|
|
|
16
|
Focused Wealth Management
Newburgh,
New York
|
$124K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84K
|
–
|
–
|
–
|
|
|
18
|
Lazard Asset Management
New York
|
$45K
|
–
|
–
|
–
|
|
|
19
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
21
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$275K
|
-20,242
|
Closed
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$197K
|
-14,476
|
Closed
|
|
|
24
|
Horizon Kinetics
New York
|
–
|
-$154K
|
-11,296
|
Closed
|
|
