|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$13.2M
|
+$809K
|
+59,499
|
+7%
|
|
|
2
|
|
$11.3M
|
-$7.63M
|
-561,109
|
-41%
|
|
|
3
|
Oxbow Advisors
Austin,
Texas
|
$9.65M
|
-$76.6K
|
-5,634
|
-0.8%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$8.05M
|
-$2.06M
|
-151,233
|
-21%
|
|
|
5
|
|
$6.65M
|
+$591K
|
+43,475
|
+10%
|
|
|
6
|
Mackay Shields LLC
New York
|
$4.99M
|
+$136K
|
+10,000
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.92M
|
+$156K
|
+11,449
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.76M
|
+$295K
|
+21,686
|
+9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.33M
|
+$418K
|
+30,761
|
+15%
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$3.23M
|
+$168K
|
+12,354
|
+6%
|
|
|
11
|
|
$3.16M
|
–
|
–
|
–
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$2.98M
|
+$152K
|
+11,195
|
+5%
|
|
|
13
|
Richard C. Young & Co
Newport,
Rhode Island
|
$2.86M
|
+$108K
|
+7,909
|
+4%
|
|
|
14
|
Advisors Asset Management
Monument,
Colorado
|
$2.8M
|
+$937K
|
+68,884
|
+51%
|
|
|
15
|
Mariner Investment Group
Harrison,
New York
|
$2.79M
|
+$399K
|
+29,307
|
+17%
|
|
|
16
|
James Investment Research
Alpha,
Ohio
|
$2.77M
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.18M
|
+$127K
|
+9,314
|
+6%
|
|
|
18
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.97M
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.71M
|
+$1.69M
|
+124,176
|
New
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$1.62M
|
+$3.4K
|
+250
|
+0.2%
|
|
|
21
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.61M
|
-$59.8K
|
-4,398
|
-4%
|
|
|
22
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.58M
|
+$1.57M
|
+115,460
|
New
|
|
|
23
|
|
$1.41M
|
–
|
–
|
–
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$1.26M
|
–
|
–
|
–
|
|
|
25
|
Karpus Investment Management
Pittsford,
New York
|
$1.12M
|
-$905K
|
-66,509
|
-45%
|
|
