|
1
|
Karpus Investment Management
Pittsford,
New York
|
$16.3M
|
-$1.56M
|
-79,745
|
-9%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$8.08M
|
-$2.3M
|
-117,530
|
-22%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.77M
|
-$1.39M
|
-70,900
|
-15%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.25M
|
+$244K
|
+12,464
|
+5%
|
|
|
5
|
M&R Capital Management
Summit,
New Jersey
|
$3.78M
|
-$62.6K
|
-3,200
|
-2%
|
|
|
6
|
|
$1.72M
|
+$139K
|
+7,089
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.66M
|
+$1.68M
|
+85,958
|
New
|
|
|
8
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.35M
|
-$775K
|
-39,602
|
-36%
|
|
|
9
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$833K
|
–
|
–
|
–
|
|
|
10
|
|
$768K
|
+$73.1K
|
+3,738
|
+10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$721K
|
+$43.1K
|
+2,200
|
+6%
|
|
|
12
|
SII Investments
Appleton,
Wisconsin
|
$618K
|
+$57.8K
|
+2,955
|
+10%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$522K
|
-$7.59K
|
-388
|
-1%
|
|
|
14
|
Relative Value Partners
Northbrook,
Illinois
|
$369K
|
+$373K
|
+19,057
|
New
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$365K
|
-$328K
|
-16,742
|
-47%
|
|
|
16
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$342K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$240K
|
+$83.4K
|
+4,264
|
+52%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$217K
|
+$1.88K
|
+96
|
+0.9%
|
|
|
19
|
Landscape Capital Management
Englewood,
New Jersey
|
$209K
|
+$211K
|
+10,782
|
New
|
|
|
20
|
Point View Wealth Management
Summit,
New Jersey
|
$206K
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$203K
|
–
|
–
|
–
|
|
|
22
|
Efficient Market Advisors
San Diego,
California
|
$141K
|
–
|
–
|
–
|
|
|
23
|
|
$65K
|
+$3.7K
|
+189
|
+6%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$60K
|
–
|
–
|
–
|
|
|
25
|
First Horizon Advisors
Memphis,
Tennessee
|
$58K
|
–
|
–
|
–
|
|
