|
1
|
Relative Value Partners Group
|
$26M
|
+$26.9M
|
+5,621,813
|
New
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$23.3M
|
-$1.27M
|
-266,170
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$23M
|
+$9.12M
|
+1,905,750
|
+62%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$15.3M
|
+$5.73M
|
+1,197,775
|
+57%
|
|
|
5
|
|
$7.13M
|
-$2.57M
|
-536,434
|
-26%
|
|
|
6
|
|
$5.47M
|
-$36.5K
|
-7,631
|
-0.6%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.09M
|
+$960K
|
+200,446
|
+43%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.28M
|
-$809K
|
-169,088
|
-26%
|
|
|
9
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$2.15M
|
-$1.5M
|
-313,539
|
-40%
|
|
|
10
|
Ancora Advisors
Cleveland,
Ohio
|
$2.06M
|
+$2.13M
|
+444,975
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.93M
|
+$268K
|
+56,078
|
+15%
|
|
|
12
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.91M
|
+$3.4K
|
+711
|
+0.2%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.71M
|
–
|
–
|
–
|
|
|
14
|
Landscape Capital Management
Englewood,
New Jersey
|
$884K
|
+$604K
|
+126,096
|
+193%
|
|
|
15
|
Penbrook Management
New York
|
$845K
|
-$19.1K
|
-4,000
|
-2%
|
|
|
16
|
Independence Trust
Franklin,
Tennessee
|
$720K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$686K
|
-$110K
|
-22,959
|
-13%
|
|
|
18
|
Shufro Rose & Co
New York
|
$680K
|
-$11.5K
|
-2,400
|
-2%
|
|
|
19
|
Doliver Advisors
Houston,
Texas
|
$605K
|
+$527K
|
+110,110
|
+527%
|
|
|
20
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$553K
|
-$7.66K
|
-1,600
|
-1%
|
|
|
21
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$546K
|
+$21.5K
|
+4,500
|
+4%
|
|
|
22
|
Benchmark Capital Advisors
New York
|
$337K
|
-$21.5K
|
-4,500
|
-6%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$323K
|
+$335K
|
+69,961
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$286K
|
-$71.2K
|
-14,875
|
-19%
|
|
|
25
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$270K
|
-$4.79K
|
-1,000
|
-2%
|
|
