|
1
|
Energy Income Partners
Westport,
Connecticut
|
$173M
|
+$8.19M
|
+170,290
|
+5%
|
|
|
2
|
OppenheimerFunds
New York
|
$172M
|
+$225K
|
+4,673
|
+0.1%
|
|
|
3
|
|
$69.8M
|
-$3.81M
|
-79,136
|
-5%
|
|
|
4
|
|
$57.3M
|
-$561K
|
-11,653
|
-0.9%
|
|
|
5
|
City National Bank
Beverly Hills,
Delaware
|
$56.3M
|
+$3.54M
|
+73,670
|
+6%
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$44M
|
-$407K
|
-8,449
|
-0.9%
|
|
|
7
|
ClearBridge Investments
New York
|
$39.8M
|
–
|
–
|
–
|
|
|
8
|
River Road Asset Management
Louisville,
Kentucky
|
$38M
|
-$241K
|
-5,012
|
-0.6%
|
|
|
9
|
Miller Howard Investments
Kingston,
New York
|
$30.2M
|
+$2.73M
|
+56,768
|
+9%
|
|
|
10
|
Harvest Fund Advisors
Wayne,
Pennsylvania
|
$26.9M
|
+$2.31M
|
+48,074
|
+9%
|
|
|
11
|
|
$21.5M
|
+$2.24M
|
+46,512
|
+11%
|
|
|
12
|
Williams Jones & Associates
New York
|
$19M
|
+$6.38M
|
+132,570
|
+47%
|
|
|
13
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$19M
|
+$962K
|
+20,000
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
-$2.09M
|
-43,356
|
-10%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$17.8M
|
-$1.16M
|
-24,085
|
-6%
|
|
|
16
|
Oppenheimer & Co
New York
|
$17.5M
|
+$7.36M
|
+152,935
|
+66%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
+$3.31M
|
+68,801
|
+22%
|
|
|
18
|
Neuberger Berman Group
New York
|
$17M
|
-$9.63M
|
-200,100
|
-35%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$463K
|
+9,630
|
+4%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
-$36.2K
|
-753
|
-0.3%
|
|
|
21
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$9.84M
|
-$2.69K
|
-56
|
-0%
|
|
|
22
|
Domani Wealth
Lancaster,
Pennsylvania
|
$9.25M
|
+$9.27M
|
+192,661
|
+1,993%
|
|
|
23
|
California Public Employees Retirement System
Sacramento,
California
|
$9.06M
|
+$1.46M
|
+30,300
|
+18%
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.58M
|
+$295K
|
+6,141
|
+3%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
$7.84M
|
-$770K
|
-16,000
|
-9%
|
|
