|
1
|
Relative Value Partners
Northbrook,
Illinois
|
$18.1M
|
+$599K
|
+18,985
|
+3%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$13.4M
|
+$6.35M
|
+201,433
|
+87%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$2.29M
|
+72,512
|
+28%
|
|
|
4
|
|
$9.75M
|
+$4.33M
|
+137,290
|
+78%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$8.02M
|
-$703K
|
-22,297
|
-8%
|
|
|
6
|
NWQ Investment Management Company
Los Angeles,
California
|
$8M
|
+$2.91M
|
+92,162
|
+56%
|
|
|
7
|
|
$7.95M
|
-$3.27M
|
-103,610
|
-29%
|
|
|
8
|
|
$5.36M
|
-$157K
|
-4,989
|
-3%
|
|
|
9
|
Assured Investment Management
New York
|
$4.2M
|
–
|
–
|
–
|
|
|
10
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.78M
|
+$167K
|
+5,287
|
+6%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$1.79M
|
-$847K
|
-26,846
|
-32%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.34M
|
-$44.5K
|
-1,411
|
-3%
|
|
|
13
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$1.31M
|
+$1.33M
|
+42,091
|
New
|
|
|
14
|
Mariner Investment Group
Harrison,
New York
|
$1.28M
|
-$24.6K
|
-780
|
-2%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.21M
|
+$609K
|
+19,305
|
+98%
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1M
|
-$65.1K
|
-2,064
|
-6%
|
|
|
17
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1M
|
-$48.3K
|
-1,532
|
-5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$970K
|
-$114K
|
-3,612
|
-10%
|
|
|
19
|
Penbrook Management
New York
|
$874K
|
–
|
–
|
–
|
|
|
20
|
Shufro Rose & Co
New York
|
$819K
|
+$24.2K
|
+768
|
+3%
|
|
|
21
|
|
$776K
|
+$141K
|
+4,486
|
+22%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$698K
|
+$4.76K
|
+151
|
+0.7%
|
|
|
23
|
Saba Capital Management
New York
|
$651K
|
-$2.08M
|
-66,006
|
-76%
|
|
|
24
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$541K
|
-$9.46K
|
-300
|
-2%
|
|
|
25
|
Benchmark Capital Advisors
New York
|
$459K
|
-$2.9K
|
-92
|
-0.6%
|
|
