|
1
|
Karpus Investment Management
Pittsford,
New York
|
$17.3M
|
+$915K
|
+87,241
|
+6%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$17.2M
|
+$2.54M
|
+241,848
|
+17%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
+$2.7M
|
+257,096
|
+19%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$9.02M
|
+$2.31M
|
+220,510
|
+34%
|
|
|
5
|
|
$6.6M
|
+$329K
|
+31,394
|
+5%
|
|
|
6
|
Saba Capital Management
New York
|
$6.2M
|
-$612K
|
-58,373
|
-9%
|
|
|
7
|
New Vernon Investment Management
Highland Park,
Illinois
|
$6.06M
|
–
|
–
|
–
|
|
|
8
|
|
$5.17M
|
+$344K
|
+32,779
|
+7%
|
|
|
9
|
|
$4.37M
|
+$306K
|
+29,218
|
+7%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.72M
|
+$282K
|
+26,907
|
+8%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$3.4M
|
-$320K
|
-30,473
|
-8%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.06M
|
+$809K
|
+77,125
|
+35%
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.87M
|
-$25.1K
|
-2,389
|
-0.9%
|
|
|
14
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.41M
|
–
|
–
|
–
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.39M
|
+$1.41M
|
+134,071
|
New
|
|
|
16
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.32M
|
-$2.1K
|
-200
|
-0.2%
|
|
|
17
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.18M
|
-$7.87K
|
-750
|
-0.7%
|
|
|
18
|
Pinnacle Associates
New York
|
$905K
|
+$53.5K
|
+5,100
|
+6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$568K
|
+$1.31K
|
+125
|
+0.2%
|
|
|
20
|
Doliver Advisors
Houston,
Texas
|
$543K
|
+$550K
|
+52,447
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$275K
|
-$2.1K
|
-200
|
-0.7%
|
|
|
22
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$259K
|
+$262K
|
+25,000
|
New
|
|
|
23
|
Benchmark Capital Advisors
New York
|
$253K
|
–
|
–
|
–
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$247K
|
+$92.1K
|
+8,785
|
+58%
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
$216K
|
–
|
–
|
–
|
|
