|
1
|
Karpus Investment Management
Pittsford,
New York
|
$65.4M
|
+$2.41M
|
+294,088
|
+4%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.83M
|
-$23.7K
|
-2,894
|
-0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.76M
|
-$348K
|
-42,480
|
-12%
|
|
|
4
|
|
$2.38M
|
-$236K
|
-28,815
|
-9%
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.07M
|
+$445K
|
+54,360
|
+29%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.93M
|
-$43.1K
|
-5,270
|
-2%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.77M
|
-$126K
|
-15,393
|
-7%
|
|
|
8
|
RHS Financial
San Francisco,
California
|
$1.43M
|
-$6.28K
|
-767
|
-0.5%
|
|
|
9
|
Almitas Capital
Santa Monica,
California
|
$1.36M
|
+$330K
|
+40,341
|
+34%
|
|
|
10
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.28M
|
-$353K
|
-43,060
|
-22%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$1.19M
|
+$450K
|
+54,932
|
+65%
|
|
|
12
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$910K
|
+$6.96K
|
+850
|
+0.8%
|
|
|
13
|
Wakefield Asset Management
Englewood,
Colorado
|
$874K
|
+$49.7K
|
+6,072
|
+6%
|
|
|
14
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$713K
|
–
|
–
|
–
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$641K
|
-$585K
|
-71,506
|
-49%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$641K
|
-$12.5K
|
-1,531
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$628K
|
-$113K
|
-13,771
|
-16%
|
|
|
18
|
Rock Point Advisors
Burlington,
Vermont
|
$625K
|
-$21K
|
-2,568
|
-3%
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$456K
|
-$61.2K
|
-7,474
|
-12%
|
|
|
20
|
Matisse Capital
Portland,
Oregon
|
$455K
|
+$102K
|
+12,431
|
+30%
|
|
|
21
|
Quadcap Wealth Management
Frisco,
Texas
|
$379K
|
–
|
–
|
–
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$338K
|
–
|
–
|
–
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$332K
|
+$74.3K
|
+9,081
|
+31%
|
|
|
24
|
Grace & White Inc
Ny,
New York
|
$330K
|
–
|
–
|
–
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$296K
|
+$284K
|
+34,659
|
New
|
|
