|
1
|
Karpus Investment Management
Pittsford,
New York
|
$59.3M
|
+$1.1M
|
+135,330
|
+2%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.63M
|
+$109K
|
+13,444
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.11M
|
-$53.5K
|
-6,613
|
-2%
|
|
|
4
|
|
$2.53M
|
-$179K
|
-22,170
|
-7%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.98M
|
-$63.8K
|
-7,880
|
-3%
|
|
|
6
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.78M
|
+$127K
|
+15,740
|
+8%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.76M
|
+$183K
|
+22,662
|
+12%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.53M
|
+$53.4K
|
+6,598
|
+4%
|
|
|
9
|
RHS Financial
San Francisco,
California
|
$1.33M
|
+$32.1K
|
+3,963
|
+2%
|
|
|
10
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.01M
|
+$491K
|
+60,612
|
+95%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$877K
|
-$248K
|
-30,588
|
-22%
|
|
|
12
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$856K
|
–
|
–
|
–
|
|
|
13
|
Wakefield Asset Management
Englewood,
Colorado
|
$774K
|
+$14.7K
|
+1,817
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$648K
|
+$254K
|
+31,374
|
+65%
|
|
|
15
|
Rock Point Advisors
Burlington,
Vermont
|
$619K
|
–
|
–
|
–
|
|
|
16
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$569K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$492K
|
+$146K
|
+18,059
|
+43%
|
|
|
18
|
Realta Investment Advisors
Wilmington,
Delaware
|
$470K
|
-$75.1K
|
-9,277
|
-14%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$456K
|
-$6.47K
|
-800
|
-1%
|
|
|
20
|
Landscape Capital Management
Englewood,
New Jersey
|
$449K
|
+$43.1K
|
+5,332
|
+11%
|
|
|
21
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$407K
|
+$382K
|
+47,150
|
New
|
|
|
22
|
Quadcap Wealth Management
Frisco,
Texas
|
$361K
|
-$16.6K
|
-2,050
|
-4%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$329K
|
–
|
–
|
–
|
|
|
24
|
Grace & White Inc
Ny,
New York
|
$314K
|
–
|
–
|
–
|
|
|
25
|
Aviance Capital Partners
Naples,
Florida
|
$310K
|
-$5.09K
|
-629
|
-2%
|
|
