|
1
|
Karpus Investment Management
Pittsford,
New York
|
$49.1M
|
-$12.3M
|
-883,667
|
-19%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$28.9M
|
+$7.72M
|
+554,728
|
+34%
|
|
|
3
|
|
$13.8M
|
+$1.17M
|
+83,978
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.06M
|
+$66.6K
|
+4,787
|
+0.9%
|
|
|
5
|
Wakefield Asset Management
Englewood,
Colorado
|
$4.98M
|
+$240K
|
+17,274
|
+5%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$4.73M
|
-$10.1K
|
-729
|
-0.2%
|
|
|
7
|
|
$4.56M
|
+$36.1K
|
+2,595
|
+0.8%
|
|
|
8
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3.69M
|
+$54.6K
|
+3,921
|
+1%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.34M
|
-$121K
|
-8,691
|
-3%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.8M
|
+$175K
|
+12,598
|
+6%
|
|
|
11
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.42M
|
+$39.2K
|
+2,814
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.41M
|
-$23K
|
-1,650
|
-2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.23M
|
-$34.9K
|
-2,505
|
-3%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.17M
|
–
|
–
|
–
|
|
|
15
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$855K
|
-$31.3K
|
-2,250
|
-3%
|
|
|
16
|
Transcend Capital Advisors
Madison,
New Jersey
|
$787K
|
+$48.7K
|
+3,500
|
+6%
|
|
|
17
|
Rock Point Advisors
Burlington,
Vermont
|
$763K
|
-$1.52K
|
-109
|
-0.2%
|
|
|
18
|
Congress Park Capital
Saratoga Springs,
New York
|
$715K
|
+$131K
|
+9,420
|
+21%
|
|
|
19
|
Realta Investment Advisors
Wilmington,
Delaware
|
$696K
|
+$57K
|
+4,097
|
+8%
|
|
|
20
|
Levin Capital Strategies
New York
|
$670K
|
–
|
–
|
–
|
|
|
21
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$634K
|
-$90.4K
|
-6,492
|
-12%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$572K
|
-$19.9K
|
-1,430
|
-3%
|
|
|
23
|
Grace & White Inc
Ny,
New York
|
$511K
|
–
|
–
|
–
|
|
|
24
|
Foresight Wealth Management
Draper,
Utah
|
$379K
|
+$65.6K
|
+4,714
|
+20%
|
|
|
25
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$344K
|
+$5.08K
|
+365
|
+1%
|
|
