|
1
|
Karpus Investment Management
Pittsford,
New York
|
$65.1M
|
+$510K
|
+62,285
|
+0.8%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.79M
|
+$74.3K
|
+9,076
|
+2%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$3.57M
|
+$1.2M
|
+146,644
|
+52%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.01M
|
–
|
–
|
–
|
|
|
5
|
CF Capital
Cohasset,
Massachusetts
|
$1.97M
|
+$155K
|
+18,928
|
+9%
|
|
|
6
|
|
$1.79M
|
-$162K
|
-19,731
|
-8%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.64M
|
-$26.7K
|
-3,257
|
-2%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$1.49M
|
+$12K
|
+1,464
|
+0.8%
|
|
|
9
|
RHS Financial
San Francisco,
California
|
$1.49M
|
+$16.2K
|
+1,979
|
+1%
|
|
|
10
|
Almitas Capital
Santa Monica,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
11
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.14M
|
-$38.5K
|
-4,700
|
-3%
|
|
|
12
|
Wakefield Asset Management
Englewood,
Colorado
|
$894K
|
-$2.65K
|
-323
|
-0.3%
|
|
|
13
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$888K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$883K
|
-$145K
|
-17,666
|
-14%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$758K
|
+$49.1K
|
+5,997
|
+7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$622K
|
+$5.18K
|
+633
|
+0.9%
|
|
|
17
|
Rock Point Advisors
Burlington,
Vermont
|
$495K
|
-$8.19K
|
-1,000
|
-2%
|
|
|
18
|
Aviance Capital Partners
Naples,
Florida
|
$457K
|
+$68.5K
|
+8,368
|
+18%
|
|
|
19
|
Matisse Capital
Portland,
Oregon
|
$444K
|
–
|
–
|
–
|
|
|
20
|
Grace & White Inc
Ny,
New York
|
$390K
|
–
|
–
|
–
|
|
|
21
|
Quadcap Wealth Management
Frisco,
Texas
|
$370K
|
–
|
–
|
–
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$322K
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$304K
|
+$48.8K
|
+5,952
|
+20%
|
|
|
24
|
Capstone Investment Advisors
New York
|
$280K
|
–
|
–
|
–
|
|
|
25
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$266K
|
+$4.76K
|
+581
|
+2%
|
|
