|
1
|
Karpus Investment Management
Pittsford,
New York
|
$16.6M
|
+$500K
|
+34,401
|
+3%
|
|
|
2
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.69M
|
-$8.56K
|
-589
|
-0.3%
|
|
|
3
|
|
$2.5M
|
+$23K
|
+1,581
|
+0.9%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.39M
|
+$211K
|
+14,514
|
+10%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$1.53M
|
-$92K
|
-6,327
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.38M
|
+$165K
|
+11,360
|
+13%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.2M
|
–
|
–
|
–
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$972K
|
-$211K
|
-14,502
|
-18%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$596K
|
+$445K
|
+30,626
|
+281%
|
|
|
10
|
Horizon Kinetics
New York
|
$492K
|
-$286K
|
-19,692
|
-37%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$468K
|
-$14.5K
|
-1,000
|
-3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$424K
|
+$36.2K
|
+2,488
|
+9%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$327K
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$249K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$229K
|
-$221K
|
-15,182
|
-49%
|
|
|
16
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$205K
|
+$208K
|
+14,310
|
New
|
|
|
17
|
|
$122K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$29K
|
–
|
–
|
–
|
|
|
19
|
Highlander Capital Management
Short Hills,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
$1K
|
-$177K
|
-12,198
|
-99%
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$170K
|
-11,567
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$8K
|
-573
|
Closed
|
|
