|
1
|
Karpus Investment Management
Pittsford,
New York
|
$21.5M
|
+$902K
|
+64,576
|
+4%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$11M
|
-$306K
|
-21,921
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$701K
|
+50,166
|
+7%
|
|
|
4
|
Icon Advisers
Greenwood Village,
Colorado
|
$3.34M
|
+$1.66M
|
+118,930
|
+101%
|
|
|
5
|
|
$1.68M
|
-$861K
|
-61,671
|
-34%
|
|
|
6
|
Oxbow Advisors
Austin,
Texas
|
$688K
|
-$5.28K
|
-378
|
-0.8%
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$551K
|
+$546K
|
+39,078
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$209K
|
–
|
–
|
–
|
|
|
9
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$169K
|
–
|
–
|
–
|
|
|
10
|
Delta Asset Management
Memphis,
Tennessee
|
$140K
|
–
|
–
|
–
|
|
|
11
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$76K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$36K
|
-$14K
|
-1,000
|
-28%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$34K
|
+$3.23K
|
+231
|
+10%
|
|
|
15
|
|
$30K
|
-$1.49K
|
-107
|
-5%
|
|
|
16
|
Bruderman Asset Management
Locust Valley,
New York
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Howe & Rusling
Rochester,
New York
|
$14K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
+$4.89K
|
+350
|
New
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$2.97K
|
+213
|
New
|
|
|
21
|
American International Group
New York
|
$1K
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Financial & Investment Management Group
Traverse City,
Michigan
|
–
|
-$1.77M
|
-128,517
|
Closed
|
|
|
24
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$306K
|
-22,208
|
Closed
|
|
|
25
|
Global Endowment Management
Charlotte,
North Carolina
|
–
|
-$244K
|
-17,698
|
Closed
|
|
