|
1
|
Karpus Investment Management
Pittsford,
New York
|
$4.67M
|
-$508K
|
-37,400
|
-10%
|
|
|
2
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$4.36M
|
+$270K
|
+19,859
|
+7%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$2.73M
|
+$121K
|
+8,908
|
+5%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.21M
|
-$600K
|
-44,189
|
-22%
|
|
|
5
|
ProVise Management Group
Clearwater,
Florida
|
$1.41M
|
+$57K
|
+4,195
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.37M
|
+$15K
|
+1,105
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.09M
|
+$357K
|
+26,308
|
+49%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$1.04M
|
–
|
–
|
–
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$999K
|
+$378K
|
+27,835
|
+62%
|
|
|
10
|
|
$779K
|
-$475K
|
-35,019
|
-38%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$768K
|
-$12.6K
|
-927
|
-2%
|
|
|
12
|
Wakefield Asset Management
Englewood,
Colorado
|
$741K
|
-$115K
|
-8,484
|
-14%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$650K
|
+$13.6K
|
+1,000
|
+2%
|
|
|
14
|
Mariner Investment Group
Harrison,
New York
|
$631K
|
-$28.5K
|
-2,100
|
-4%
|
|
|
15
|
|
$609K
|
-$41K
|
-3,017
|
-6%
|
|
|
16
|
Horizon Kinetics Asset Management
New York
|
$588K
|
-$923
|
-68
|
-0.2%
|
|
|
17
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$409K
|
+$4.32K
|
+318
|
+1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$347K
|
-$32.1K
|
-2,365
|
-9%
|
|
|
19
|
AQR Arbitrage
Greenwich,
Connecticut
|
$319K
|
-$6.79K
|
-500
|
-2%
|
|
|
20
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$306K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$286K
|
+$31.6K
|
+2,329
|
+13%
|
|
|
22
|
Park Avenue Securities
New York
|
$286K
|
+$31.9K
|
+2,347
|
+13%
|
|
|
23
|
Landscape Capital Management
Englewood,
New Jersey
|
$234K
|
-$207K
|
-15,239
|
-47%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$231K
|
+$1.98K
|
+146
|
+0.9%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$210K
|
–
|
–
|
–
|
|
