|
1
|
Wells Fargo
San Francisco,
California
|
$129M
|
-$3.26M
|
-244,535
|
-2%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$47M
|
+$1.61M
|
+120,529
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$47M
|
+$4.78M
|
+358,469
|
+11%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$39.1M
|
-$2.98M
|
-223,749
|
-7%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$38.7M
|
+$382K
|
+28,699
|
+1%
|
|
|
6
|
Relative Value Partners Group
|
$30.4M
|
+$127K
|
+9,518
|
+0.4%
|
|
|
7
|
|
$16.7M
|
+$1.46M
|
+109,481
|
+10%
|
|
|
8
|
|
$15.6M
|
+$1.46M
|
+109,844
|
+10%
|
|
|
9
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$12.9M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
+$428K
|
+32,150
|
+4%
|
|
|
11
|
McGowan Group Asset Management
Dallas,
Texas
|
$11.6M
|
+$756K
|
+56,726
|
+7%
|
|
|
12
|
Oxbow Advisors
Austin,
Texas
|
$11.4M
|
-$1.7M
|
-127,282
|
-13%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$90.2K
|
+6,773
|
+0.9%
|
|
|
14
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$10M
|
+$45.9K
|
+3,444
|
+0.5%
|
|
|
15
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$9.29M
|
+$3.08M
|
+230,856
|
+50%
|
|
|
16
|
NWAM LLC
Mercer Island,
Washington
|
$8.89M
|
+$359K
|
+26,974
|
+4%
|
|
|
17
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$8.57M
|
–
|
–
|
–
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$6.63M
|
-$400K
|
-30,000
|
-6%
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.87M
|
+$220K
|
+16,498
|
+4%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$5.46M
|
-$630K
|
-47,252
|
-10%
|
|
|
21
|
Apollo Management Holdings
New York
|
$5.3M
|
+$5.29M
|
+396,941
|
New
|
|
|
22
|
M&R Capital Management
Summit,
New Jersey
|
$4.33M
|
-$80.6K
|
-6,050
|
-2%
|
|
|
23
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.21M
|
+$826
|
+62
|
+0%
|
|
|
24
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$3.88M
|
-$137K
|
-10,250
|
-3%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.52M
|
+$86.7K
|
+6,511
|
+3%
|
|
