|
1
|
Karpus Investment Management
Pittsford,
New York
|
$55.9M
|
+$628K
|
+32,989
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$34.4M
|
+$3.96M
|
+207,817
|
+13%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$33.5M
|
-$55.8K
|
-2,928
|
-0.2%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$25.3M
|
+$1.31M
|
+68,558
|
+5%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.26M
|
-$223K
|
-11,695
|
-4%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.21M
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.1M
|
-$202K
|
-10,620
|
-4%
|
|
|
8
|
|
$4.45M
|
-$1.37M
|
-71,692
|
-23%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.43M
|
+$241K
|
+12,654
|
+6%
|
|
|
10
|
WFG Advisors
Dallas,
Texas
|
$4.26M
|
-$9.22K
|
-484
|
-0.2%
|
|
|
11
|
|
$3.36M
|
+$3.38M
|
+177,590
|
New
|
|
|
12
|
Relative Value Partners Group
|
$3M
|
-$24.5K
|
-1,288
|
-0.8%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.18M
|
+$1.19M
|
+62,228
|
New
|
|
|
14
|
Paloma Partners
Greenwich,
Connecticut
|
$1.17M
|
+$1.17M
|
+61,662
|
New
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$1.05M
|
-$293K
|
-15,398
|
-22%
|
|
|
16
|
Cue Advisory Services
Phoenix,
Arizona
|
$746K
|
-$45.2K
|
-2,374
|
-6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$570K
|
-$60.2K
|
-3,162
|
-10%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$486K
|
-$25.3K
|
-1,330
|
-5%
|
|
|
19
|
Oppenheimer & Co
New York
|
$438K
|
-$61.4K
|
-3,226
|
-12%
|
|
|
20
|
Landscape Capital Management
Englewood,
New Jersey
|
$347K
|
-$73.4K
|
-3,856
|
-17%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$342K
|
+$267
|
+14
|
+0.1%
|
|
|
22
|
First Nebraska Trust
Lincoln,
Nebraska
|
$269K
|
+$9.5K
|
+500
|
+4%
|
|
|
23
|
Global Endowment Management
Charlotte,
North Carolina
|
$261K
|
–
|
–
|
–
|
|
|
24
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$248K
|
-$15.9K
|
-833
|
-6%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$210K
|
-$24.3K
|
-1,275
|
-10%
|
|
