|
1
|
Karpus Investment Management
Pittsford,
New York
|
$21.2M
|
+$1.44M
|
+103,838
|
+7%
|
|
|
2
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$10.5M
|
+$1.53M
|
+110,291
|
+17%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.19M
|
-$3.92K
|
-282
|
-0.2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.98M
|
+$63.5K
|
+4,576
|
+3%
|
|
|
5
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.64M
|
-$57.9K
|
-4,171
|
-3%
|
|
|
6
|
NWAM LLC
Mercer Island,
Washington
|
$1.39M
|
+$115K
|
+8,250
|
+9%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.15M
|
–
|
–
|
–
|
|
|
8
|
Advisors Asset Management
Monument,
Colorado
|
$1.07M
|
-$29.8K
|
-2,143
|
-3%
|
|
|
9
|
|
$968K
|
-$9.21K
|
-663
|
-0.9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$740K
|
-$535K
|
-38,513
|
-42%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$740K
|
-$17.2K
|
-1,237
|
-2%
|
|
|
12
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$642K
|
+$59.7K
|
+4,303
|
+10%
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$449K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$412K
|
+$3.61K
|
+260
|
+0.9%
|
|
|
15
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$394K
|
+$397K
|
+28,600
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
18
|
Horizon Kinetics
New York
|
$176K
|
-$68K
|
-4,900
|
-28%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$157K
|
-$159K
|
-11,440
|
-50%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$142K
|
+$1.18K
|
+85
|
+0.8%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$28K
|
–
|
–
|
–
|
|
|
22
|
Highlander Capital Management
Short Hills,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$4K
|
-305
|
Closed
|
|
