|
1
|
Karpus Investment Management
Pittsford,
New York
|
$8.31M
|
+$521K
|
+46,325
|
+7%
|
|
|
2
|
|
$7.68M
|
+$318K
|
+28,290
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.28M
|
-$129K
|
-11,474
|
-2%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.23M
|
+$661K
|
+58,800
|
+12%
|
|
|
5
|
Mackay Shields LLC
New York
|
$5.19M
|
-$1.75M
|
-155,711
|
-25%
|
|
|
6
|
|
$3.01M
|
+$191K
|
+16,971
|
+7%
|
|
|
7
|
Advisors Asset Management
Monument,
Colorado
|
$2.56M
|
+$1.07M
|
+95,214
|
+74%
|
|
|
8
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.69M
|
-$536K
|
-47,717
|
-24%
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1.56M
|
–
|
–
|
–
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.52M
|
+$464K
|
+41,260
|
+45%
|
|
|
11
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.52M
|
-$382K
|
-34,000
|
-20%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.31M
|
+$117K
|
+10,372
|
+10%
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.05M
|
+$318K
|
+28,320
|
+44%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$900K
|
–
|
–
|
–
|
|
|
15
|
Allianz Asset Management
Munich,
Germany
|
$703K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$528K
|
-$76.4K
|
-6,794
|
-13%
|
|
|
17
|
VanEck Associates
New York
|
$486K
|
+$20.5K
|
+1,821
|
+4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$463K
|
+$8.2K
|
+730
|
+2%
|
|
|
19
|
Nuveen
Charlotte,
North Carolina
|
$396K
|
–
|
–
|
–
|
|
|
20
|
West Family Investments
Carlsbad,
California
|
$322K
|
–
|
–
|
–
|
|
|
21
|
Essex Financial Services
Essex,
Connecticut
|
$301K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$288K
|
+$157K
|
+13,959
|
+123%
|
|
|
23
|
Mariner Investment Group
Harrison,
New York
|
$252K
|
-$2.71M
|
-241,497
|
-92%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$242K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$217K
|
+$584
|
+52
|
+0.3%
|
|
