|
1
|
Karpus Investment Management
Pittsford,
New York
|
$4.08M
|
+$875K
|
+67,500
|
+28%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$3.49M
|
-$277K
|
-21,402
|
-7%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.24M
|
-$403K
|
-31,100
|
-11%
|
|
|
4
|
Mackay Shields LLC
New York
|
$2.9M
|
+$2.84M
|
+219,502
|
New
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.55M
|
+$277K
|
+21,359
|
+22%
|
|
|
6
|
|
$1.47M
|
+$35K
|
+2,700
|
+2%
|
|
|
7
|
Nuveen
Charlotte,
North Carolina
|
$1.25M
|
–
|
–
|
–
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.06M
|
-$648K
|
-50,000
|
-38%
|
|
|
9
|
|
$971K
|
+$131K
|
+10,125
|
+16%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$949K
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$833K
|
+$175K
|
+13,509
|
+27%
|
|
|
12
|
|
$812K
|
–
|
–
|
–
|
|
|
13
|
First Trust Advisors
Wheaton,
Illinois
|
$720K
|
+$706K
|
+54,491
|
New
|
|
|
14
|
AQR Capital Management
Greenwich,
Connecticut
|
$544K
|
+$11.2K
|
+868
|
+2%
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$460K
|
+$413K
|
+31,883
|
+1,061%
|
|
|
16
|
Doliver Advisors
Houston,
Texas
|
$424K
|
+$415K
|
+32,062
|
New
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
$415K
|
–
|
–
|
–
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$402K
|
-$4.88K
|
-377
|
-1%
|
|
|
19
|
Hollencrest Capital Management
Newport Beach,
California
|
$275K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$260K
|
+$106K
|
+8,180
|
+71%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$250K
|
+$17.3K
|
+1,332
|
+8%
|
|
|
22
|
Cornerstone Advisors
Asheville,
North Carolina
|
$243K
|
-$14.3K
|
-1,100
|
-6%
|
|
|
23
|
Dalton Investments
Las Vegas,
Nevada
|
$193K
|
+$2.94K
|
+227
|
+2%
|
|
|
24
|
VanEck Associates
New York
|
$176K
|
+$31.7K
|
+2,450
|
+23%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$172K
|
+$168K
|
+13,000
|
New
|
|
