|
1
|
Wells Fargo
San Francisco,
California
|
$36.1M
|
+$574K
|
+42,180
|
+2%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$33.9M
|
+$1.59M
|
+116,758
|
+5%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$18.5M
|
+$370K
|
+27,195
|
+2%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$18.3M
|
-$1.27M
|
-93,016
|
-7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
+$3.57M
|
+262,136
|
+25%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
+$1.84M
|
+135,268
|
+16%
|
|
|
7
|
|
$12.9M
|
+$1.9M
|
+139,336
|
+17%
|
|
|
8
|
|
$8.2M
|
–
|
–
|
–
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.66M
|
+$940K
|
+68,991
|
+17%
|
|
|
10
|
Saba Capital Management
New York
|
$6.35M
|
-$3.97M
|
-291,375
|
-39%
|
|
|
11
|
New Vernon Investment Management
Highland Park,
Illinois
|
$6.31M
|
–
|
–
|
–
|
|
|
12
|
AQR Arbitrage
Greenwich,
Connecticut
|
$5.83M
|
+$5.74M
|
+421,708
|
New
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$4.11M
|
+$1.56M
|
+114,594
|
+63%
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.08M
|
+$246K
|
+18,055
|
+7%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$3.54M
|
-$113K
|
-8,283
|
-3%
|
|
|
16
|
Advisors Asset Management
Monument,
Colorado
|
$2.96M
|
+$2.85M
|
+208,954
|
+3,905%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$2.55M
|
+$119K
|
+8,711
|
+5%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$2.49M
|
-$271K
|
-19,913
|
-10%
|
|
|
19
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.51M
|
–
|
–
|
–
|
|
|
20
|
Pinnacle Associates
New York
|
$1.46M
|
+$509K
|
+37,400
|
+55%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.3M
|
-$92.2K
|
-6,770
|
-7%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$821K
|
-$226K
|
-16,628
|
-22%
|
|
|
23
|
American International Group
New York
|
$604K
|
+$590K
|
+43,295
|
+11,101%
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$455K
|
+$286K
|
+20,989
|
+176%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$442K
|
+$7.15K
|
+525
|
+2%
|
|
