|
1
|
Karpus Investment Management
Pittsford,
New York
|
$15.2M
|
+$753K
|
+50,034
|
+5%
|
|
|
2
|
|
$14.8M
|
-$1.33M
|
-88,408
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
-$1.3M
|
-86,242
|
-12%
|
|
|
4
|
Mackay Shields LLC
New York
|
$6.36M
|
+$6.28M
|
+417,358
|
New
|
|
|
5
|
Welch & Forbes
Boston,
Massachusetts
|
$4.26M
|
+$1.07M
|
+71,385
|
+34%
|
|
|
6
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$3.48M
|
-$9.7K
|
-642
|
-0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.63M
|
-$309K
|
-20,512
|
-11%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$2.31M
|
-$1.11M
|
-73,520
|
-33%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$2.17M
|
+$1.34M
|
+89,087
|
+167%
|
|
|
10
|
Horizon Kinetics
New York
|
$1.92M
|
+$147K
|
+9,753
|
+8%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.84M
|
–
|
–
|
–
|
|
|
12
|
VanEck Associates
New York
|
$1.82M
|
+$391K
|
+25,974
|
+28%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.76M
|
+$1.04M
|
+69,000
|
+148%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.61M
|
+$27.5K
|
+1,825
|
+2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.5M
|
-$211K
|
-14,000
|
-12%
|
|
|
16
|
1607 Capital Partners
Richmond,
Virginia
|
$1.43M
|
-$19.6K
|
-1,300
|
-1%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.26M
|
-$28.4K
|
-1,885
|
-2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.24M
|
+$65.2K
|
+4,328
|
+6%
|
|
|
19
|
Rock Point Advisors
Burlington,
Vermont
|
$1.2M
|
-$48.9K
|
-3,250
|
-4%
|
|
|
20
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.16M
|
-$5.27K
|
-350
|
-0.5%
|
|
|
21
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.08M
|
+$350K
|
+23,248
|
+49%
|
|
|
22
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$960K
|
+$60.2K
|
+4,000
|
+7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$893K
|
-$852K
|
-56,626
|
-49%
|
|
|
24
|
TFS Capital
West Chester,
Pennsylvania
|
$767K
|
+$758K
|
+50,323
|
New
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$757K
|
+$9.03K
|
+600
|
+1%
|
|
