|
1
|
Wells Fargo
San Francisco,
California
|
$124M
|
+$9.44M
|
+765,586
|
+8%
|
|
|
2
|
Relative Value Partners Group
|
$47.4M
|
-$12M
|
-977,618
|
-20%
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$37.9M
|
-$951K
|
-77,136
|
-2%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$33M
|
+$8.26M
|
+669,989
|
+33%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$30.6M
|
-$631K
|
-51,216
|
-2%
|
|
|
6
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$22.2M
|
+$324K
|
+26,250
|
+1%
|
|
|
7
|
|
$18M
|
-$237K
|
-19,269
|
-1%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$17.7M
|
-$1.4M
|
-113,333
|
-7%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$17.3M
|
+$739K
|
+59,949
|
+4%
|
|
|
10
|
|
$14.5M
|
+$434K
|
+35,240
|
+3%
|
|
|
11
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$12.3M
|
+$9.44M
|
+766,030
|
+337%
|
|
|
12
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$11.9M
|
–
|
–
|
–
|
|
|
13
|
Oxbow Advisors
Austin,
Texas
|
$11.2M
|
+$595K
|
+48,291
|
+6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.87M
|
+$2.29M
|
+185,874
|
+30%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.41M
|
-$517K
|
-41,926
|
-5%
|
|
|
16
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$8.68M
|
-$5.4M
|
-438,505
|
-38%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$8.35M
|
-$370K
|
-30,000
|
-4%
|
|
|
18
|
NWAM LLC
Mercer Island,
Washington
|
$7.96M
|
+$7.95M
|
+644,864
|
New
|
|
|
19
|
Saba Capital Management
New York
|
$7.71M
|
-$3.42M
|
-277,369
|
-31%
|
|
|
20
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$7.03M
|
+$1.71M
|
+138,501
|
+32%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$5.7M
|
+$2.72M
|
+220,741
|
+92%
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.22M
|
+$277K
|
+22,444
|
+7%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$4.16M
|
+$1.02M
|
+83,076
|
+33%
|
|
|
24
|
M&R Capital Management
Summit,
New Jersey
|
$4.13M
|
-$251K
|
-20,400
|
-6%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.06M
|
-$393K
|
-31,847
|
-9%
|
|
