|
1
|
Karpus Investment Management
Pittsford,
New York
|
$10.8M
|
+$2.37M
|
+185,319
|
+28%
|
|
|
2
|
|
$8.74M
|
-$803K
|
-62,805
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.25M
|
+$1.74M
|
+136,183
|
+39%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$4.71M
|
-$280K
|
-21,931
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
+$270K
|
+21,089
|
+7%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$3.02M
|
-$95.1K
|
-7,438
|
-3%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$2.54M
|
-$142K
|
-11,100
|
-5%
|
|
|
8
|
|
$2.48M
|
+$160K
|
+12,553
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.96M
|
+$47.5K
|
+3,716
|
+3%
|
|
|
10
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1.88M
|
+$743K
|
+58,100
|
+66%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.38M
|
+$224K
|
+17,505
|
+20%
|
|
|
12
|
AQR Arbitrage
Greenwich,
Connecticut
|
$840K
|
+$833K
|
+65,200
|
New
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$572K
|
+$74.7K
|
+5,843
|
+15%
|
|
|
14
|
Wolverine Asset Management
Chicago,
Illinois
|
$515K
|
-$315K
|
-24,617
|
-38%
|
|
|
15
|
City of London Investment Management
London,
United Kingdom
|
$457K
|
-$340K
|
-26,601
|
-43%
|
|
|
16
|
Shaker Financial Services
Arlington,
Virginia
|
$404K
|
-$423K
|
-33,114
|
-51%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$401K
|
+$118K
|
+9,250
|
+42%
|
|
|
18
|
Doliver Advisors
Houston,
Texas
|
$331K
|
+$44.5K
|
+3,480
|
+16%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$316K
|
+$68.5K
|
+5,360
|
+28%
|
|
|
20
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$272K
|
–
|
–
|
–
|
|
|
21
|
VSR Financial Services
Overland Park,
Kansas
|
$250K
|
–
|
–
|
–
|
|
|
22
|
Arete Wealth Advisors
Chicago,
Illinois
|
$184K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$146K
|
-$25.6K
|
-2,007
|
-15%
|
|
|
24
|
Landscape Capital Management
Englewood,
New Jersey
|
$131K
|
-$102K
|
-8,015
|
-44%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112K
|
+$3.81K
|
+298
|
+4%
|
|