|
1
|
Karpus Investment Management
Pittsford,
New York
|
$55.3M
|
+$2.91M
|
+150,945
|
+5%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$33.6M
|
+$2.64M
|
+137,226
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$9.6M
|
+498,075
|
+45%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$24M
|
+$1.17M
|
+60,883
|
+5%
|
|
|
5
|
|
$5.82M
|
-$249K
|
-12,914
|
-4%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.48M
|
-$8.28K
|
-430
|
-0.1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.31M
|
-$103K
|
-5,360
|
-2%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.21M
|
+$642K
|
+33,333
|
+14%
|
|
|
9
|
WFG Advisors
Dallas,
Texas
|
$4.28M
|
+$1.19M
|
+61,582
|
+38%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.17M
|
-$13.5K
|
-700
|
-0.3%
|
|
|
11
|
|
$4.15M
|
–
|
–
|
–
|
|
|
12
|
Relative Value Partners Group
|
$3.02M
|
+$3.07M
|
+159,564
|
New
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$1.35M
|
-$104K
|
-5,389
|
-7%
|
|
|
14
|
Cue Advisory Services
Phoenix,
Arizona
|
$792K
|
-$21.2K
|
-1,100
|
-3%
|
|
|
15
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$684K
|
-$77
|
-4
|
-0%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$631K
|
-$1.59M
|
-82,685
|
-71%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$512K
|
-$100K
|
-5,173
|
-16%
|
|
|
18
|
Oppenheimer & Co
New York
|
$500K
|
+$33.6K
|
+1,742
|
+7%
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$421K
|
+$199K
|
+10,309
|
+87%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$342K
|
-$3.58K
|
-186
|
-1%
|
|
|
21
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$265K
|
+$70.6K
|
+3,666
|
+36%
|
|
|
22
|
Global Endowment Management
Charlotte,
North Carolina
|
$261K
|
–
|
–
|
–
|
|
|
23
|
First Nebraska Trust
Lincoln,
Nebraska
|
$260K
|
–
|
–
|
–
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$236K
|
–
|
–
|
–
|
|
|
25
|
Point View Wealth Management
Summit,
New Jersey
|
$204K
|
-$3.31K
|
-172
|
-2%
|
|
