|
1
|
Karpus Investment Management
Pittsford,
New York
|
$53.3M
|
+$6.48M
|
+335,729
|
+14%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$31.5M
|
+$953K
|
+49,349
|
+3%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$23.2M
|
+$611K
|
+31,623
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.4M
|
+$1.02M
|
+52,948
|
+5%
|
|
|
5
|
|
$6.16M
|
+$510K
|
+26,392
|
+9%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.58M
|
-$372K
|
-19,287
|
-6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.5M
|
+$66.6K
|
+3,448
|
+1%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.65M
|
+$4.67M
|
+241,667
|
New
|
|
|
9
|
|
$4.32M
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.24M
|
+$348K
|
+18,011
|
+9%
|
|
|
11
|
WFG Advisors
Dallas,
Texas
|
$3.16M
|
+$120K
|
+6,238
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.23M
|
+$86.7K
|
+4,492
|
+4%
|
|
|
13
|
Relative Value Partners
Northbrook,
Illinois
|
$1.76M
|
+$1.07M
|
+55,351
|
+155%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$1.47M
|
-$333K
|
-17,249
|
-18%
|
|
|
15
|
Cue Advisory Services
Phoenix,
Arizona
|
$825K
|
-$51.5K
|
-2,666
|
-6%
|
|
|
16
|
Paloma Partners
Greenwich,
Connecticut
|
$745K
|
-$225K
|
-11,666
|
-23%
|
|
|
17
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$695K
|
-$277K
|
-14,367
|
-28%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$620K
|
-$12.8K
|
-663
|
-2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$554K
|
-$559K
|
-28,937
|
-50%
|
|
|
20
|
Oppenheimer & Co
New York
|
$475K
|
+$275K
|
+14,253
|
+137%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$351K
|
+$20.3K
|
+1,052
|
+6%
|
|
|
22
|
Global Endowment Management
Charlotte,
North Carolina
|
$265K
|
–
|
–
|
–
|
|
|
23
|
First Nebraska Trust
Lincoln,
Nebraska
|
$265K
|
-$12.9K
|
-667
|
-5%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$236K
|
-$88.2K
|
-4,566
|
-27%
|
|
|
25
|
Landscape Capital Management
Englewood,
New Jersey
|
$229K
|
-$83.3K
|
-4,314
|
-27%
|
|
