|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
-$205K
|
-16,208
|
-12%
|
|
|
2
|
Saba Capital Management
New York
|
$1.23M
|
+$1.24M
|
+98,274
|
New
|
|
|
3
|
|
$726K
|
+$24.5K
|
+1,935
|
+3%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$530K
|
-$75.9K
|
-6,000
|
-12%
|
|
|
5
|
NWAM LLC
Mercer Island,
Washington
|
$504K
|
+$75.9K
|
+6,000
|
+17%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$297K
|
-$44.7K
|
-3,534
|
-13%
|
|
|
7
|
Curi RMB Capital
Chicago,
Illinois
|
$269K
|
-$52.5K
|
-4,147
|
-16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$249K
|
+$164K
|
+12,975
|
+185%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$242K
|
+$6.32K
|
+500
|
+3%
|
|
|
10
|
|
$184K
|
-$56.3K
|
-4,452
|
-23%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$171K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$167K
|
+$169K
|
+13,329
|
New
|
|
|
13
|
Mariner Investment Group
Harrison,
New York
|
$151K
|
–
|
–
|
–
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$150K
|
–
|
–
|
–
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$142K
|
+$144K
|
+11,375
|
New
|
|
|
16
|
|
$98K
|
+$98.7K
|
+7,800
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$85K
|
-$44.9K
|
-3,547
|
-34%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81K
|
–
|
–
|
–
|
|
|
19
|
Focused Wealth Management
Newburgh,
New York
|
$74K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$44K
|
+$12.6K
|
+1,000
|
+40%
|
|
|
21
|
Lazard Asset Management
New York
|
$43K
|
–
|
–
|
–
|
|
|
22
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Doliver Advisors
Houston,
Texas
|
–
|
-$271K
|
-21,442
|
Closed
|
|
|
24
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$217K
|
-17,109
|
Closed
|
|
|
25
|
Geode Capital Management
Boston,
Massachusetts
|
–
|
-$176K
|
-13,886
|
Closed
|
|
