|
1
|
Wells Fargo
San Francisco,
California
|
$38.3M
|
+$6.07M
|
+1,337,459
|
+19%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$33.1M
|
+$9M
|
+1,982,857
|
+38%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$27.2M
|
+$1.89M
|
+417,137
|
+8%
|
|
|
4
|
Relative Value Partners Group
|
$25.9M
|
-$325K
|
-71,720
|
-1%
|
|
|
5
|
|
$5.82M
|
-$270K
|
-59,573
|
-4%
|
|
|
6
|
|
$4.53M
|
+$96.4K
|
+21,252
|
+2%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.06M
|
+$400K
|
+88,043
|
+15%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$2.92M
|
+$2.9M
|
+638,214
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
+$153K
|
+33,743
|
+7%
|
|
|
10
|
Ancora Advisors
Cleveland,
Ohio
|
$1.85M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.77M
|
-$237K
|
-52,297
|
-12%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.69M
|
–
|
–
|
–
|
|
|
13
|
Laurion Capital Management
New York
|
$1.66M
|
+$1.08M
|
+237,356
|
+189%
|
|
|
14
|
Kovitz Investment Group
Chicago,
Illinois
|
$1.41M
|
+$1.4M
|
+309,490
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$605K
|
+133,383
|
+124%
|
|
|
16
|
Landscape Capital Management
Englewood,
New Jersey
|
$990K
|
+$252K
|
+55,426
|
+34%
|
|
|
17
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$813K
|
+$472K
|
+104,056
|
+141%
|
|
|
18
|
Penbrook Management
New York
|
$776K
|
-$59K
|
-13,000
|
-7%
|
|
|
19
|
Shufro Rose & Co
New York
|
$657K
|
-$15.3K
|
-3,380
|
-2%
|
|
|
20
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$576K
|
+$34.9K
|
+7,700
|
+7%
|
|
|
21
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$506K
|
-$32.7K
|
-7,200
|
-6%
|
|
|
22
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$490K
|
-$263K
|
-58,037
|
-35%
|
|
|
23
|
American International Group
New York
|
$432K
|
+$162K
|
+35,760
|
+61%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$418K
|
–
|
–
|
–
|
|
|
25
|
Benchmark Capital Advisors
New York
|
$333K
|
–
|
–
|
–
|
|
