|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$38.9M
|
+$745K
|
+90,658
|
+2%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$35.2M
|
-$2.66M
|
-323,158
|
-7%
|
|
|
3
|
|
$28.1M
|
+$2.13M
|
+258,876
|
+8%
|
|
|
4
|
|
$21.4M
|
-$266K
|
-32,322
|
-1%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.7M
|
+$126K
|
+15,310
|
+0.6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$1.4M
|
+169,814
|
+8%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14.9M
|
+$1.93M
|
+234,646
|
+15%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$11.1M
|
-$1.9M
|
-230,925
|
-15%
|
|
|
9
|
Richard C. Young & Co
Newport,
Rhode Island
|
$10.9M
|
-$10.7M
|
-1,307,448
|
-100%
|
|
|
10
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$9.49M
|
+$576K
|
+70,000
|
+6%
|
|
|
11
|
Oak Hill Advisors
New York
|
$8.47M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$8.23M
|
-$93.9K
|
-11,426
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.15M
|
+$1.53M
|
+185,584
|
+27%
|
|
|
14
|
1607 Capital Partners
Richmond,
Virginia
|
$6.13M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.44M
|
+$464K
|
+56,432
|
+9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.3M
|
+$5.37M
|
+652,695
|
New
|
|
|
17
|
Advisors Asset Management
Monument,
Colorado
|
$3.89M
|
-$2.49M
|
-302,609
|
-39%
|
|
|
18
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.8M
|
-$1.17M
|
-142,194
|
-23%
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$2.94M
|
+$613K
|
+74,531
|
+26%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.7M
|
-$137K
|
-16,697
|
-5%
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.58M
|
-$7.47K
|
-909
|
-0.5%
|
|
|
22
|
Independence Trust
Franklin,
Tennessee
|
$1.58M
|
+$646K
|
+78,582
|
+68%
|
|
|
23
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1.48M
|
-$7.35K
|
-894
|
-0.5%
|
|
|
24
|
Doliver Advisors
Houston,
Texas
|
$1.39M
|
+$1.31M
|
+159,396
|
+1,417%
|
|
|
25
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.38M
|
-$2.8M
|
-341,007
|
-67%
|
|
