|
1
|
Wells Fargo
San Francisco,
California
|
$136M
|
+$11.1M
|
+877,892
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.4M
|
+$731K
|
+57,551
|
+2%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$43.8M
|
-$1.77M
|
-139,335
|
-4%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$42.1M
|
+$4.44M
|
+349,726
|
+12%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$40.8M
|
+$2.75M
|
+216,948
|
+7%
|
|
|
6
|
Relative Value Partners Group
|
$28.9M
|
-$598K
|
-47,099
|
-2%
|
|
|
7
|
|
$16.6M
|
+$382K
|
+30,070
|
+2%
|
|
|
8
|
|
$14.7M
|
-$439K
|
-34,554
|
-3%
|
|
|
9
|
Nuveen
Charlotte,
North Carolina
|
$14.4M
|
+$12.3M
|
+966,571
|
+662%
|
|
|
10
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$12.5M
|
–
|
–
|
–
|
|
|
11
|
McGowan Group Asset Management
Dallas,
Texas
|
$11.5M
|
+$207K
|
+16,325
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
-$153K
|
-12,018
|
-1%
|
|
|
13
|
Oxbow Advisors
Austin,
Texas
|
$10.7M
|
-$337K
|
-26,587
|
-3%
|
|
|
14
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$9.94M
|
+$195K
|
+15,355
|
+2%
|
|
|
15
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$9.84M
|
+$800K
|
+63,057
|
+9%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.77M
|
-$263K
|
-20,756
|
-3%
|
|
|
17
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$8.32M
|
+$8.15M
|
+641,704
|
New
|
|
|
18
|
NWAM LLC
Mercer Island,
Washington
|
$8.32M
|
-$313K
|
-24,681
|
-4%
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.04M
|
+$336K
|
+26,483
|
+6%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.92M
|
-$508K
|
-40,000
|
-8%
|
|
|
21
|
Apollo Management Holdings
New York
|
$5.5M
|
+$347K
|
+27,301
|
+7%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$5.42M
|
+$114K
|
+8,962
|
+2%
|
|
|
23
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$4.55M
|
+$767K
|
+60,400
|
+21%
|
|
|
24
|
M&R Capital Management
Summit,
New Jersey
|
$4.19M
|
-$23.2K
|
-1,825
|
-0.6%
|
|
|
25
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.11M
|
+$13.5K
|
+1,061
|
+0.3%
|
|
