|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.95M
|
+$879K
|
+80,699
|
+13%
|
|
|
2
|
|
$7.47M
|
+$900K
|
+82,603
|
+14%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.91M
|
+$661K
|
+60,700
|
+11%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$5.37M
|
-$191K
|
-17,529
|
-3%
|
|
|
5
|
Mackay Shields LLC
New York
|
$3.45M
|
+$218K
|
+20,000
|
+7%
|
|
|
6
|
Mariner Investment Group
Harrison,
New York
|
$3.14M
|
+$1.41M
|
+129,801
|
+83%
|
|
|
7
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.18M
|
-$243K
|
-22,316
|
-10%
|
|
|
8
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.84M
|
–
|
–
|
–
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1.46M
|
–
|
–
|
–
|
|
|
10
|
|
$1.21M
|
+$1.04M
|
+95,562
|
+650%
|
|
|
11
|
Newgate Capital Management
Greenwich,
Connecticut
|
$1.01M
|
+$305K
|
+27,993
|
+44%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$979K
|
+$90.1K
|
+8,273
|
+10%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$901K
|
–
|
–
|
–
|
|
|
14
|
GFS Advisors
Houston,
Texas
|
$901K
|
+$229K
|
+21,000
|
+34%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$724K
|
+$222K
|
+20,378
|
+45%
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$701K
|
–
|
–
|
–
|
|
|
17
|
Allianz Asset Management
Munich,
Germany
|
$679K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$578K
|
+$224K
|
+20,595
|
+64%
|
|
|
19
|
Advisors Asset Management
Monument,
Colorado
|
$509K
|
+$217K
|
+19,958
|
+76%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$444K
|
+$5.87K
|
+539
|
+1%
|
|
|
21
|
Nuveen
Charlotte,
North Carolina
|
$383K
|
–
|
–
|
–
|
|
|
22
|
VanEck Associates
New York
|
$370K
|
+$47.1K
|
+4,324
|
+15%
|
|
|
23
|
West Family Investments
Carlsbad,
California
|
$311K
|
–
|
–
|
–
|
|
|
24
|
Essex Financial Services
Essex,
Connecticut
|
$291K
|
–
|
–
|
–
|
|
|
25
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$225K
|
+$223K
|
+20,475
|
New
|
|
