|
1
|
Wells Fargo
San Francisco,
California
|
$52.4M
|
+$1.2M
|
+93,527
|
+2%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$37M
|
+$2.84M
|
+221,648
|
+8%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$17.9M
|
+$39.7K
|
+3,100
|
+0.2%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$16.4M
|
+$578K
|
+45,151
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
+$153K
|
+11,931
|
+0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$457K
|
-35,647
|
-3%
|
|
|
7
|
|
$10.8M
|
+$2.73M
|
+212,864
|
+33%
|
|
|
8
|
|
$7.05M
|
-$73.5K
|
-5,739
|
-1%
|
|
|
9
|
Advisors Asset Management
Monument,
Colorado
|
$5.91M
|
-$345K
|
-26,894
|
-5%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.81M
|
-$85K
|
-6,636
|
-1%
|
|
|
11
|
New Vernon Investment Management
Highland Park,
Illinois
|
$5.77M
|
–
|
–
|
–
|
|
|
12
|
Bartlett & Co
Cincinnati,
Ohio
|
$4M
|
+$130K
|
+10,133
|
+3%
|
|
|
13
|
AQR Arbitrage
Greenwich,
Connecticut
|
$3.33M
|
-$912K
|
-71,185
|
-21%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$3.01M
|
-$307K
|
-23,945
|
-9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.77M
|
+$1.45M
|
+113,406
|
+109%
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$2.64M
|
+$60.8K
|
+4,746
|
+2%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$2.41M
|
-$410K
|
-32,022
|
-14%
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$2.29M
|
-$56.1K
|
-4,378
|
-2%
|
|
|
19
|
Pinnacle Associates
New York
|
$1.83M
|
+$4.01K
|
+313
|
+0.2%
|
|
|
20
|
Laurion Capital Management
New York
|
$1.75M
|
+$1.77M
|
+138,096
|
New
|
|
|
21
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.33M
|
-$32.7K
|
-2,555
|
-2%
|
|
|
22
|
The Family Firm
Bethesda,
Maryland
|
$1.26M
|
+$101K
|
+7,895
|
+9%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$963K
|
-$13K
|
-1,017
|
-1%
|
|
|
24
|
|
$849K
|
+$425K
|
+33,180
|
+98%
|
|
|
25
|
American International Group
New York
|
$729K
|
+$180K
|
+14,013
|
+32%
|
|
