|
1
|
Karpus Investment Management
Pittsford,
New York
|
$16.5M
|
+$1.1M
|
+77,267
|
+7%
|
|
|
2
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.77M
|
-$325K
|
-22,699
|
-11%
|
|
|
3
|
|
$2.54M
|
+$478K
|
+33,431
|
+24%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.24M
|
+$5.72K
|
+400
|
+0.3%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$1.66M
|
-$126K
|
-8,813
|
-7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.25M
|
+$421K
|
+29,437
|
+53%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.23M
|
–
|
–
|
–
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.21M
|
-$3.5K
|
-245
|
-0.3%
|
|
|
9
|
Horizon Kinetics
New York
|
$794K
|
–
|
–
|
–
|
|
|
10
|
Tradewinds Capital Management
Bellingham,
Washington
|
$495K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$459K
|
+$288K
|
+20,162
|
+183%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$398K
|
+$29
|
+2
|
+0%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$336K
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
15
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$204K
|
+$199K
|
+13,925
|
New
|
|
|
16
|
Wolverine Asset Management
Chicago,
Illinois
|
$181K
|
+$62.6K
|
+4,380
|
+55%
|
|
|
17
|
Curi RMB Capital
Chicago,
Illinois
|
$170K
|
-$155K
|
-10,810
|
-48%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160K
|
–
|
–
|
–
|
|
|
19
|
|
$126K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$29K
|
+$28.6K
|
+2,000
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
22
|
Highlander Capital Management
Short Hills,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$6K
|
+$6.21K
|
+434
|
New
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
25
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$1.25M
|
-89,315
|
Closed
|
|
