|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$106M
|
+$5.73M
|
+393,339
|
+6%
|
|
|
2
|
|
$60.6M
|
-$8.7M
|
-597,845
|
-13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$47.9M
|
+$1.03M
|
+71,003
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$41.2M
|
+$6.32M
|
+433,858
|
+19%
|
|
|
5
|
Relative Value Partners Group
|
$34.7M
|
-$1.51M
|
-103,997
|
-4%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$34.1M
|
+$769K
|
+52,812
|
+4%
|
|
|
7
|
|
$24.3M
|
+$879K
|
+60,402
|
+4%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$21.1M
|
+$5.69M
|
+390,595
|
+39%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$16.4M
|
+$41.6K
|
+2,857
|
+0.3%
|
|
|
10
|
1607 Capital Partners
Richmond,
Virginia
|
$16.1M
|
-$116K
|
-8,000
|
-0.7%
|
|
|
11
|
Saba Capital Management
New York
|
$15.6M
|
-$7.42M
|
-509,721
|
-33%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$15.1M
|
-$381K
|
-26,151
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
+$1.07M
|
+73,326
|
+12%
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$8.06M
|
+$647K
|
+44,440
|
+8%
|
|
|
15
|
Cornerstone Advisors
Asheville,
North Carolina
|
$6.24M
|
-$46.6K
|
-3,200
|
-0.8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.8M
|
-$196K
|
-13,474
|
-4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.58M
|
-$343K
|
-23,533
|
-7%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.23M
|
+$97.2K
|
+6,679
|
+2%
|
|
|
19
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$3.94M
|
+$266K
|
+18,279
|
+8%
|
|
|
20
|
Shaker Financial Services
Arlington,
Virginia
|
$3.84M
|
-$1.32M
|
-90,528
|
-26%
|
|
|
21
|
MJP Associates
Farmington,
Connecticut
|
$3.03M
|
+$426K
|
+29,293
|
+17%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.6M
|
+$34.5K
|
+2,372
|
+1%
|
|
|
23
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.22M
|
–
|
–
|
–
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.85M
|
-$1.2M
|
-82,635
|
-40%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.82M
|
-$145K
|
-9,936
|
-8%
|
|
