|
1
|
Karpus Investment Management
Pittsford,
New York
|
$58.9M
|
+$600K
|
+74,848
|
+1%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.61M
|
+$35.3K
|
+4,399
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.93M
|
-$135K
|
-16,850
|
-4%
|
|
|
4
|
|
$2.46M
|
-$29.2K
|
-3,647
|
-1%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.85M
|
-$99.2K
|
-12,379
|
-5%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$1.78M
|
+$50.9K
|
+6,356
|
+3%
|
|
|
7
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.54M
|
-$206K
|
-25,750
|
-12%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.51M
|
–
|
–
|
–
|
|
|
9
|
RHS Financial
San Francisco,
California
|
$1.34M
|
+$27.8K
|
+3,462
|
+2%
|
|
|
10
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.17M
|
+$176K
|
+21,903
|
+18%
|
|
|
11
|
Almitas Capital
Santa Monica,
California
|
$951K
|
+$952K
|
+118,716
|
New
|
|
|
12
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$846K
|
+$3.21K
|
+400
|
+0.4%
|
|
|
13
|
Wakefield Asset Management
Englewood,
Colorado
|
$770K
|
+$8.75K
|
+1,092
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$698K
|
+$60.9K
|
+7,603
|
+10%
|
|
|
15
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$676K
|
+$80.2K
|
+10,000
|
+19%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$673K
|
-$191K
|
-23,767
|
-22%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$613K
|
+$128K
|
+16,006
|
+26%
|
|
|
18
|
Rock Point Advisors
Burlington,
Vermont
|
$606K
|
-$3.09K
|
-386
|
-0.5%
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$487K
|
+$45K
|
+5,608
|
+10%
|
|
|
20
|
Atlas Wealth
Cincinnati,
Ohio
|
$486K
|
+$486K
|
+60,571
|
New
|
|
|
21
|
Realta Investment Advisors
Wilmington,
Delaware
|
$399K
|
-$63.6K
|
-7,940
|
-14%
|
|
|
22
|
Quadcap Wealth Management
Frisco,
Texas
|
$355K
|
–
|
–
|
–
|
|
|
23
|
Matisse Capital
Portland,
Oregon
|
$327K
|
+$22.6K
|
+2,820
|
+7%
|
|
|
24
|
Aviance Capital Partners
Naples,
Florida
|
$322K
|
+$16.5K
|
+2,054
|
+5%
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$317K
|
-$7.35K
|
-917
|
-2%
|
|
