|
1
|
|
$26.3M
|
+$1.87M
|
+164,331
|
+8%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$19.6M
|
+$1.45M
|
+126,819
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
+$729K
|
+63,883
|
+5%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$11.2M
|
+$1.5M
|
+131,182
|
+15%
|
|
|
5
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$9.25M
|
-$2.37M
|
-207,699
|
-20%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$8.8M
|
-$29K
|
-2,540
|
-0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.4M
|
-$1.05M
|
-92,349
|
-11%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$8.11M
|
+$6.32M
|
+553,933
|
+338%
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$6.73M
|
+$359K
|
+31,489
|
+6%
|
|
|
10
|
Matisse Capital
Portland,
Oregon
|
$4.67M
|
–
|
–
|
–
|
|
|
11
|
Horizon Kinetics Asset Management
New York
|
$4.06M
|
-$668K
|
-58,506
|
-14%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$3.77M
|
+$894K
|
+78,339
|
+31%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.72M
|
-$505K
|
-44,260
|
-12%
|
|
|
14
|
|
$3.43M
|
-$52.7K
|
-4,617
|
-1%
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.34M
|
+$314K
|
+27,547
|
+10%
|
|
|
16
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.21M
|
+$3.25M
|
+285,000
|
New
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.93M
|
+$489K
|
+42,876
|
+20%
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$2.66M
|
-$75.8K
|
-6,644
|
-3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.46M
|
+$550K
|
+48,207
|
+28%
|
|
|
20
|
Bard Associates
Chicago,
Illinois
|
$1.92M
|
-$29.1K
|
-2,550
|
-1%
|
|
|
21
|
Quantedge Capital
Singapore
|
$1.79M
|
-$535K
|
-46,874
|
-23%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.66M
|
-$144K
|
-12,639
|
-8%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.45M
|
+$6.47K
|
+567
|
+0.4%
|
|
|
24
|
Mraz Amerine & Associates
Modesto,
California
|
$1.44M
|
-$45.9K
|
-4,022
|
-3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
+$279K
|
+24,430
|
+24%
|
|
