|
1
|
Karpus Investment Management
Pittsford,
New York
|
$7.77M
|
+$2.2M
|
+195,645
|
+40%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.39M
|
-$813K
|
-72,292
|
-10%
|
|
|
3
|
|
$7.34M
|
-$367K
|
-32,595
|
-5%
|
|
|
4
|
Mackay Shields LLC
New York
|
$6.94M
|
+$3.35M
|
+297,600
|
+95%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.55M
|
-$1.57M
|
-139,902
|
-22%
|
|
|
6
|
Mariner Investment Group
Harrison,
New York
|
$2.99M
|
-$251K
|
-22,265
|
-8%
|
|
|
7
|
|
$2.81M
|
+$1.55M
|
+137,541
|
+125%
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.23M
|
-$29.3K
|
-2,600
|
-1%
|
|
|
9
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.9M
|
–
|
–
|
–
|
|
|
10
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1.56M
|
+$49.5K
|
+4,400
|
+3%
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$1.47M
|
+$936K
|
+83,165
|
+180%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.19M
|
+$174K
|
+15,492
|
+17%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.05M
|
+$302K
|
+26,843
|
+41%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$898K
|
-$31.8K
|
-2,825
|
-3%
|
|
|
15
|
AQR Capital Management
Greenwich,
Connecticut
|
$728K
|
+$4.6K
|
+409
|
+0.6%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$701K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$602K
|
+$5.66K
|
+503
|
+1%
|
|
|
18
|
VanEck Associates
New York
|
$464K
|
+$80.7K
|
+7,168
|
+21%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$452K
|
-$7.13K
|
-634
|
-2%
|
|
|
20
|
Nuveen
Charlotte,
North Carolina
|
$395K
|
–
|
–
|
–
|
|
|
21
|
West Family Investments
Carlsbad,
California
|
$321K
|
–
|
–
|
–
|
|
|
22
|
Essex Financial Services
Essex,
Connecticut
|
$301K
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$241K
|
+$239K
|
+21,230
|
New
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$215K
|
+$1.49K
|
+132
|
+0.7%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$215K
|
+$95.2K
|
+8,465
|
+80%
|
|
