|
1
|
Wells Fargo
San Francisco,
California
|
$46M
|
+$13.6M
|
+1,018,021
|
+39%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$31.5M
|
+$431K
|
+32,228
|
+1%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$17.1M
|
+$101K
|
+7,570
|
+0.6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$16.5M
|
-$116K
|
-8,658
|
-0.7%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$15.1M
|
-$1.77M
|
-132,295
|
-10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
+$1.24M
|
+92,505
|
+10%
|
|
|
7
|
|
$12.2M
|
+$342K
|
+25,543
|
+3%
|
|
|
8
|
|
$7.49M
|
–
|
–
|
–
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.26M
|
+$171K
|
+12,778
|
+3%
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$5.98M
|
+$3.44M
|
+257,419
|
+120%
|
|
|
11
|
New Vernon Investment Management
Highland Park,
Illinois
|
$5.78M
|
–
|
–
|
–
|
|
|
12
|
AQR Arbitrage
Greenwich,
Connecticut
|
$4.57M
|
-$816K
|
-61,030
|
-14%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.75M
|
+$8K
|
+598
|
+0.2%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$3.53M
|
-$250K
|
-18,722
|
-6%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$2.85M
|
-$417K
|
-31,158
|
-12%
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$2.52M
|
+$193K
|
+14,467
|
+8%
|
|
|
17
|
Camelot Portfolios
Maumee,
Ohio
|
$2.3M
|
+$18.6K
|
+1,388
|
+0.8%
|
|
|
18
|
Pinnacle Associates
New York
|
$1.82M
|
+$509K
|
+38,063
|
+36%
|
|
|
19
|
Doliver Advisors
Houston,
Texas
|
$1.49M
|
+$1.57M
|
+117,528
|
New
|
|
|
20
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.37M
|
-$20.9K
|
-1,561
|
-1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.19M
|
-$13.8K
|
-1,033
|
-1%
|
|
|
22
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.1M
|
+$1.16M
|
+86,992
|
New
|
|
|
23
|
Patten Group
Chattanooga,
Tennessee
|
$1M
|
+$1.06M
|
+79,138
|
New
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$735K
|
+$335K
|
+25,066
|
+76%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$710K
|
-$44.7K
|
-3,346
|
-6%
|
|
