|
1
|
Karpus Investment Management
Pittsford,
New York
|
$72.6M
|
+$10.5M
|
+537,171
|
+17%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$41.8M
|
+$4.25M
|
+217,332
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$32.2M
|
-$4.62M
|
-236,374
|
-13%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$19.4M
|
-$5.05M
|
-258,309
|
-21%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.86M
|
-$1.3M
|
-66,681
|
-12%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.91M
|
+$788K
|
+40,315
|
+16%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.47M
|
–
|
–
|
–
|
|
|
8
|
|
$5.16M
|
+$714K
|
+36,530
|
+16%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.13M
|
-$371K
|
-18,971
|
-7%
|
|
|
10
|
WFG Advisors
Dallas,
Texas
|
$3.98M
|
-$359K
|
-18,399
|
-8%
|
|
|
11
|
|
$3.42M
|
-$180K
|
-9,216
|
-5%
|
|
|
12
|
Relative Value Partners Group
|
$2.85M
|
-$88.2K
|
-4,513
|
-3%
|
|
|
13
|
Paloma Partners
Greenwich,
Connecticut
|
$2M
|
+$11.7K
|
+599
|
+0.6%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.42M
|
+$1.4M
|
+71,708
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.39M
|
+$703K
|
+35,991
|
+106%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$659K
|
-$246K
|
-12,611
|
-28%
|
|
|
17
|
Cue Advisory Services
Phoenix,
Arizona
|
$614K
|
-$109K
|
-5,567
|
-15%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$574K
|
-$650K
|
-33,291
|
-54%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$530K
|
-$69.8K
|
-3,575
|
-12%
|
|
|
20
|
Oppenheimer & Co
New York
|
$461K
|
–
|
–
|
–
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$344K
|
-$15.5K
|
-791
|
-4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$336K
|
+$189K
|
+9,687
|
+135%
|
|
|
23
|
First Nebraska Trust
Lincoln,
Nebraska
|
$306K
|
+$23K
|
+1,175
|
+8%
|
|
|
24
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$261K
|
-$78
|
-4
|
-0%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$216K
|
+$212K
|
+10,870
|
New
|
|
