|
1
|
Karpus Investment Management
Pittsford,
New York
|
$63.3M
|
-$2.04M
|
-145,930
|
-3%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$22.4M
|
+$2.13M
|
+152,091
|
+10%
|
|
|
3
|
|
$13.2M
|
+$1.31M
|
+93,887
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.27M
|
+$922K
|
+65,862
|
+14%
|
|
|
5
|
Wakefield Asset Management
Englewood,
Colorado
|
$4.94M
|
-$46.1K
|
-3,293
|
-0.9%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$4.93M
|
+$166K
|
+11,887
|
+3%
|
|
|
7
|
|
$4.71M
|
-$11.3K
|
-805
|
-0.2%
|
|
|
8
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3.79M
|
-$122K
|
-8,736
|
-3%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.59M
|
+$90.2K
|
+6,443
|
+3%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.73M
|
+$64.9K
|
+4,632
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.49M
|
-$52.5K
|
-3,746
|
-3%
|
|
|
12
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.44M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.32M
|
-$817K
|
-58,318
|
-38%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.21M
|
-$28
|
-2
|
-0%
|
|
|
15
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$921K
|
–
|
–
|
–
|
|
|
16
|
Rock Point Advisors
Burlington,
Vermont
|
$795K
|
-$34.8K
|
-2,488
|
-4%
|
|
|
17
|
Transcend Capital Advisors
Madison,
New Jersey
|
$783K
|
+$783K
|
+55,895
|
New
|
|
|
18
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$749K
|
+$275K
|
+19,665
|
+57%
|
|
|
19
|
Levin Capital Strategies
New York
|
$697K
|
–
|
–
|
–
|
|
|
20
|
Realta Investment Advisors
Wilmington,
Delaware
|
$668K
|
+$37K
|
+2,645
|
+6%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$614K
|
-$121K
|
-8,606
|
-16%
|
|
|
22
|
Congress Park Capital
Saratoga Springs,
New York
|
$614K
|
+$149K
|
+10,670
|
+31%
|
|
|
23
|
Grace & White Inc
Ny,
New York
|
$532K
|
–
|
–
|
–
|
|
|
24
|
Windsor Creek Advisors
Bethel,
Vermont
|
$374K
|
-$106K
|
-7,537
|
-22%
|
|
|
25
|
Clean Yield Group
Norwich,
Vermont
|
$372K
|
-$7K
|
-500
|
-2%
|
|
