|
1
|
Karpus Investment Management
Pittsford,
New York
|
$5.81M
|
+$3.33M
|
+246,728
|
+131%
|
|
|
2
|
Ashford Capital Management
Wilmington,
Delaware
|
$3.16M
|
+$530K
|
+39,209
|
+20%
|
|
|
3
|
|
$2.15M
|
-$672K
|
-49,720
|
-24%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.72M
|
-$174K
|
-12,879
|
-9%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$1.7M
|
+$483K
|
+35,757
|
+39%
|
|
|
6
|
Samson Capital Advisors
New York
|
$1.03M
|
+$1.04M
|
+77,284
|
New
|
|
|
7
|
Nuveen
Charlotte,
North Carolina
|
$937K
|
–
|
–
|
–
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$810K
|
–
|
–
|
–
|
|
|
9
|
Horizon Kinetics
New York
|
$802K
|
-$93.9K
|
-6,948
|
-10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$573K
|
-$22.9K
|
-1,693
|
-4%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$448K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$312K
|
-$106K
|
-7,826
|
-25%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$304K
|
-$50.8K
|
-3,759
|
-14%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$231K
|
+$234K
|
+17,313
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$172K
|
+$2.51K
|
+186
|
+1%
|
|
|
16
|
|
$138K
|
+$140K
|
+10,344
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
-$23K
|
-1,700
|
-24%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Highlander Capital Management
Short Hills,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
+$4.12K
|
+305
|
New
|
|
|
21
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$1.38M
|
-104,000
|
Closed
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$200K
|
-15,099
|
Closed
|
|
|
23
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$116K
|
-8,721
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$2K
|
-136
|
Closed
|
|
