|
1
|
Wells Fargo
San Francisco,
California
|
$52.4M
|
+$5.34M
|
+418,821
|
+12%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$34.9M
|
+$2.75M
|
+215,290
|
+9%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$18.2M
|
+$780K
|
+61,200
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$16.5M
|
-$287K
|
-22,541
|
-2%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$16.1M
|
+$712K
|
+55,841
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$76.8K
|
+6,025
|
+0.6%
|
|
|
7
|
|
$8.25M
|
-$4.13M
|
-324,257
|
-34%
|
|
|
8
|
|
$7.28M
|
+$7.19M
|
+563,553
|
New
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$6.38M
|
+$286K
|
+22,441
|
+5%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.02M
|
-$364K
|
-28,550
|
-6%
|
|
|
11
|
New Vernon Investment Management
Highland Park,
Illinois
|
$5.9M
|
–
|
–
|
–
|
|
|
12
|
AQR Arbitrage
Greenwich,
Connecticut
|
$4.33M
|
-$330K
|
-25,871
|
-7%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.95M
|
+$127K
|
+9,988
|
+3%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$3.37M
|
-$230K
|
-18,016
|
-6%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$2.88M
|
-$29.6K
|
-2,319
|
-1%
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$2.64M
|
+$70K
|
+5,486
|
+3%
|
|
|
17
|
Camelot Portfolios
Maumee,
Ohio
|
$2.39M
|
+$44.9K
|
+3,524
|
+2%
|
|
|
18
|
Pinnacle Associates
New York
|
$1.86M
|
+$6.83K
|
+536
|
+0.4%
|
|
|
19
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.4M
|
-$995
|
-78
|
-0.1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$144K
|
+11,290
|
+12%
|
|
|
21
|
The Family Firm
Bethesda,
Maryland
|
$1.19M
|
+$436K
|
+34,175
|
+59%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$997K
|
+$270K
|
+21,146
|
+38%
|
|
|
23
|
Patten Group
Chattanooga,
Tennessee
|
$955K
|
-$47.2K
|
-3,700
|
-5%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$679K
|
+$511K
|
+40,068
|
+318%
|
|
|
25
|
American International Group
New York
|
$564K
|
-$2.88K
|
-226
|
-0.5%
|
|
