|
1
|
Karpus Investment Management
Pittsford,
New York
|
$18.9M
|
-$551K
|
-28,122
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
-$779K
|
-39,782
|
-7%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$9.95M
|
+$1.63M
|
+83,259
|
+20%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.44M
|
-$78.3K
|
-3,999
|
-1%
|
|
|
5
|
M&R Capital Management
Summit,
New Jersey
|
$4.01M
|
-$13.6K
|
-696
|
-0.3%
|
|
|
6
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$2.22M
|
-$382K
|
-19,496
|
-15%
|
|
|
7
|
|
$1.75M
|
-$84.3K
|
-4,304
|
-5%
|
|
|
8
|
|
$1.58M
|
+$8.29K
|
+423
|
+0.5%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.3M
|
-$730K
|
-37,245
|
-37%
|
|
|
10
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$868K
|
+$78.4K
|
+4,000
|
+10%
|
|
|
11
|
|
$655K
|
-$439K
|
-22,394
|
-41%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$626K
|
+$31.1K
|
+1,588
|
+5%
|
|
|
13
|
SII Investments
Appleton,
Wisconsin
|
$584K
|
+$90.6K
|
+4,625
|
+19%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$515K
|
+$62.9K
|
+3,211
|
+14%
|
|
|
15
|
AQR Capital Management
Greenwich,
Connecticut
|
$482K
|
+$469K
|
+23,940
|
New
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$264K
|
+$257K
|
+13,123
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$238K
|
-$10.1K
|
-516
|
-4%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$211K
|
–
|
–
|
–
|
|
|
19
|
Point View Wealth Management
Summit,
New Jersey
|
$203K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$159K
|
-$8.82K
|
-450
|
-5%
|
|
|
21
|
Efficient Market Advisors
San Diego,
California
|
$147K
|
-$22.2K
|
-1,135
|
-13%
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$76K
|
+$77.8K
|
+3,970
|
New
|
|
|
23
|
|
$64K
|
-$372
|
-19
|
-0.6%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$62K
|
–
|
–
|
–
|
|
|
25
|
First Horizon Advisors
Memphis,
Tennessee
|
$60K
|
–
|
–
|
–
|
|
