|
1
|
Karpus Investment Management
Pittsford,
New York
|
$61.9M
|
+$774K
|
+93,722
|
+1%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.56M
|
-$22.5K
|
-2,719
|
-0.6%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.25M
|
+$1.17M
|
+142,231
|
+102%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.93M
|
-$11.3K
|
-1,368
|
-0.6%
|
|
|
5
|
|
$1.88M
|
-$363K
|
-43,967
|
-16%
|
|
|
6
|
CF Capital
Cohasset,
Massachusetts
|
$1.76M
|
+$1.82M
|
+220,000
|
New
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.6M
|
-$210K
|
-25,473
|
-11%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$1.42M
|
-$245K
|
-29,695
|
-14%
|
|
|
9
|
RHS Financial
San Francisco,
California
|
$1.41M
|
+$78.4K
|
+9,489
|
+6%
|
|
|
10
|
Almitas Capital
Santa Monica,
California
|
$1.27M
|
–
|
–
|
–
|
|
|
11
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.13M
|
-$70.9K
|
-8,584
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$988K
|
-$1.65M
|
-199,675
|
-62%
|
|
|
13
|
Wakefield Asset Management
Englewood,
Colorado
|
$860K
|
+$43.5K
|
+5,269
|
+5%
|
|
|
14
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$852K
|
–
|
–
|
–
|
|
|
15
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$709K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$679K
|
+$94.3K
|
+11,419
|
+16%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$591K
|
-$8.82K
|
-1,068
|
-1%
|
|
|
18
|
Rock Point Advisors
Burlington,
Vermont
|
$483K
|
-$105K
|
-12,767
|
-17%
|
|
|
19
|
Matisse Capital
Portland,
Oregon
|
$426K
|
–
|
–
|
–
|
|
|
20
|
Grace & White Inc
Ny,
New York
|
$374K
|
+$66.9K
|
+8,105
|
+21%
|
|
|
21
|
Aviance Capital Partners
Naples,
Florida
|
$371K
|
+$119K
|
+14,374
|
+45%
|
|
|
22
|
Quadcap Wealth Management
Frisco,
Texas
|
$355K
|
–
|
–
|
–
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$309K
|
-$8.02K
|
-971
|
-2%
|
|
|
24
|
Capstone Investment Advisors
New York
|
$268K
|
–
|
–
|
–
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$254K
|
-$57.8K
|
-7,000
|
-18%
|
|
