|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$40.5M
|
+$4.05M
|
+287,455
|
+11%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$35M
|
+$865K
|
+61,335
|
+3%
|
|
|
3
|
Relative Value Partners
Northbrook,
Illinois
|
$32.3M
|
-$281K
|
-19,916
|
-0.9%
|
|
|
4
|
Ancora Advisors
Cleveland,
Ohio
|
$10.3M
|
-$931K
|
-66,000
|
-8%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$10.2M
|
-$2.04M
|
-144,479
|
-17%
|
|
|
6
|
|
$7.57M
|
+$270K
|
+19,165
|
+4%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.14M
|
+$279K
|
+19,806
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.78M
|
+$173K
|
+12,298
|
+4%
|
|
|
9
|
SG Americas Securities
New York
|
$2.3M
|
-$202K
|
-14,300
|
-8%
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.21M
|
-$188K
|
-13,345
|
-8%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.88M
|
-$28.2K
|
-2,000
|
-2%
|
|
|
12
|
1607 Capital Partners
Richmond,
Virginia
|
$1.73M
|
-$45.1K
|
-3,200
|
-3%
|
|
|
13
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.44M
|
+$47.4K
|
+3,360
|
+3%
|
|
|
14
|
Mariner Investment Group
Harrison,
New York
|
$1.36M
|
+$1.33M
|
+94,531
|
New
|
|
|
15
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.33M
|
-$733
|
-52
|
-0.1%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.33M
|
+$240
|
+17
|
+0%
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$1.31M
|
+$53.2K
|
+3,771
|
+4%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$862K
|
+$335K
|
+23,731
|
+66%
|
|
|
19
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$730K
|
-$48.4K
|
-3,428
|
-6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$658K
|
-$14K
|
-990
|
-2%
|
|
|
21
|
CSS LLC
Chicago,
Illinois
|
$650K
|
+$3.99K
|
+283
|
+0.6%
|
|
|
22
|
Doliver Advisors
Houston,
Texas
|
$604K
|
-$1.13M
|
-80,363
|
-66%
|
|
|
23
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$516K
|
+$506K
|
+35,872
|
New
|
|
|
24
|
Independence Trust
Franklin,
Tennessee
|
$419K
|
–
|
–
|
–
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
$344K
|
–
|
–
|
–
|
|
