|
1
|
Karpus Investment Management
Pittsford,
New York
|
$58M
|
+$1.9M
|
+239,679
|
+3%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.52M
|
+$107K
|
+13,514
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.16M
|
-$174K
|
-21,955
|
-5%
|
|
|
4
|
|
$2.7M
|
-$362K
|
-45,791
|
-12%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.04M
|
+$26.2K
|
+3,309
|
+1%
|
|
|
6
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.64M
|
+$194K
|
+24,544
|
+14%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.57M
|
-$335K
|
-42,393
|
-18%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.47M
|
–
|
–
|
–
|
|
|
9
|
RHS Financial
San Francisco,
California
|
$1.3M
|
+$574K
|
+72,560
|
+83%
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$1.12M
|
-$73.4K
|
-9,284
|
-6%
|
|
|
11
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$854K
|
+$72K
|
+9,100
|
+9%
|
|
|
12
|
Wakefield Asset Management
Englewood,
Colorado
|
$757K
|
+$38.4K
|
+4,857
|
+5%
|
|
|
13
|
Rock Point Advisors
Burlington,
Vermont
|
$618K
|
-$13.5K
|
-1,703
|
-2%
|
|
|
14
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$556K
|
+$31.6K
|
+4,000
|
+8%
|
|
|
15
|
Realta Investment Advisors
Wilmington,
Delaware
|
$544K
|
-$40.8K
|
-5,156
|
-7%
|
|
|
16
|
Wolverine Asset Management
Chicago,
Illinois
|
$520K
|
-$85.7K
|
-10,835
|
-14%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$461K
|
-$336K
|
-42,550
|
-43%
|
|
|
18
|
Landscape Capital Management
Englewood,
New Jersey
|
$405K
|
+$394K
|
+49,818
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$391K
|
+$27.6K
|
+3,486
|
+8%
|
|
|
20
|
Quadcap Wealth Management
Frisco,
Texas
|
$377K
|
+$367K
|
+46,395
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$344K
|
-$26.1K
|
-3,305
|
-7%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$329K
|
–
|
–
|
–
|
|
|
23
|
Aviance Capital Partners
Naples,
Florida
|
$315K
|
-$23.6K
|
-2,983
|
-7%
|
|
|
24
|
Grace & White Inc
Ny,
New York
|
$313K
|
–
|
–
|
–
|
|
|
25
|
|
$290K
|
+$271K
|
+34,236
|
+2,345%
|
|
