|
1
|
Karpus Investment Management
Pittsford,
New York
|
$23.6M
|
+$1.02M
|
+80,525
|
+4%
|
|
|
2
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$13.6M
|
-$1.8M
|
-142,721
|
-11%
|
|
|
3
|
New Vernon Investment Management
Highland Park,
Illinois
|
$6.05M
|
–
|
–
|
–
|
|
|
4
|
|
$5.07M
|
–
|
–
|
–
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$5.02M
|
+$1.24M
|
+98,300
|
+31%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$4.92M
|
+$505K
|
+40,045
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
+$1.21M
|
+95,522
|
+39%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$4.07M
|
+$3.19K
|
+253
|
+0.1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.1M
|
+$321K
|
+25,412
|
+11%
|
|
|
10
|
|
$2.82M
|
+$254K
|
+20,144
|
+10%
|
|
|
11
|
|
$2.58M
|
+$279K
|
+22,122
|
+12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.53M
|
-$94.2K
|
-7,461
|
-3%
|
|
|
13
|
TAM Capital Management
Stamford,
Connecticut
|
$2.48M
|
-$2.85M
|
-225,896
|
-53%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.01M
|
-$134K
|
-10,611
|
-6%
|
|
|
15
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.77M
|
–
|
–
|
–
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.56M
|
+$71.5K
|
+5,664
|
+5%
|
|
|
17
|
VanEck Associates
New York
|
$1.2M
|
+$141K
|
+11,199
|
+13%
|
|
|
18
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.19M
|
+$1.24M
|
+97,875
|
New
|
|
|
19
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$946K
|
+$161K
|
+12,780
|
+20%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$879K
|
+$202K
|
+16,039
|
+29%
|
|
|
21
|
Landscape Capital Management
Englewood,
New Jersey
|
$832K
|
+$606K
|
+48,029
|
+239%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$823K
|
+$316K
|
+25,019
|
+59%
|
|
|
23
|
Liberty Street Advisors
New York
|
$708K
|
+$43K
|
+3,404
|
+6%
|
|
|
24
|
Nuveen
Charlotte,
North Carolina
|
$590K
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$546K
|
-$123K
|
-9,719
|
-18%
|
|
