|
1
|
|
$15.6M
|
+$1.01M
|
+69,571
|
+7%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$13.9M
|
+$405K
|
+27,883
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$1.7M
|
-116,722
|
-13%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.37M
|
+$1.83M
|
+125,842
|
+121%
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$3.36M
|
-$100K
|
-6,852
|
-3%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$3.3M
|
-$88.7K
|
-6,101
|
-3%
|
|
|
7
|
Mariner Investment Group
Harrison,
New York
|
$3.27M
|
–
|
–
|
–
|
|
|
8
|
Welch & Forbes
Boston,
Massachusetts
|
$3.05M
|
+$1.39M
|
+95,300
|
+84%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.83M
|
+$992K
|
+68,229
|
+55%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.77M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.7M
|
-$70.2K
|
-4,830
|
-4%
|
|
|
12
|
Horizon Kinetics
New York
|
$1.7M
|
+$1.2M
|
+82,473
|
+246%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.64M
|
+$211K
|
+14,500
|
+15%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.53M
|
+$246K
|
+16,931
|
+19%
|
|
|
15
|
1607 Capital Partners
Richmond,
Virginia
|
$1.39M
|
-$68.3K
|
-4,700
|
-5%
|
|
|
16
|
VanEck Associates
New York
|
$1.37M
|
+$362K
|
+24,883
|
+36%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.24M
|
+$50.8K
|
+3,498
|
+4%
|
|
|
18
|
Rock Point Advisors
Burlington,
Vermont
|
$1.2M
|
-$6.98K
|
-480
|
-0.6%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.13M
|
+$103K
|
+7,105
|
+10%
|
|
|
20
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.12M
|
-$2.18K
|
-150
|
-0.2%
|
|
|
21
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$865K
|
+$29.1K
|
+2,000
|
+4%
|
|
|
22
|
Advisors Asset Management
Monument,
Colorado
|
$781K
|
-$629K
|
-43,242
|
-45%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$719K
|
-$33.8K
|
-2,325
|
-5%
|
|
|
24
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$699K
|
-$144K
|
-9,900
|
-17%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$685K
|
–
|
–
|
–
|
|
