|
1
|
Karpus Investment Management
Pittsford,
New York
|
$10.8M
|
+$4.63M
|
+346,532
|
+80%
|
|
|
2
|
Ashford Capital Management
Wilmington,
Delaware
|
$3.66M
|
+$386K
|
+28,843
|
+12%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.11M
|
+$325K
|
+24,339
|
+19%
|
|
|
4
|
|
$2M
|
-$216K
|
-16,128
|
-10%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$1.73M
|
-$23.3K
|
-1,740
|
-1%
|
|
|
6
|
NWAM LLC
Mercer Island,
Washington
|
$1.5M
|
+$1.46M
|
+108,865
|
New
|
|
|
7
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.17M
|
+$1.14M
|
+84,900
|
New
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.15M
|
+$302K
|
+22,600
|
+37%
|
|
|
9
|
Horizon Kinetics
New York
|
$735K
|
-$90K
|
-6,732
|
-11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$587K
|
-$4.48K
|
-335
|
-0.8%
|
|
|
11
|
Nuveen
Charlotte,
North Carolina
|
$518K
|
-$437K
|
-32,682
|
-46%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$462K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$340K
|
+$18.1K
|
+1,353
|
+6%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$314K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$239K
|
+$60.5K
|
+4,523
|
+35%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$238K
|
-$67
|
-5
|
-0%
|
|
|
17
|
Landscape Capital Management
Englewood,
New Jersey
|
$187K
|
+$181K
|
+13,562
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$156K
|
+$81.5K
|
+6,093
|
+116%
|
|
|
19
|
Laurion Capital Management
New York
|
$144K
|
+$140K
|
+10,494
|
New
|
|
|
20
|
|
$117K
|
+$114K
|
+8,529
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
22
|
Highlander Capital Management
Short Hills,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$138K
|
-10,344
|
Closed
|
|
