|
1
|
Wells Fargo
San Francisco,
California
|
$154M
|
+$10.5M
|
+786,737
|
+7%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$55M
|
+$5.91M
|
+442,499
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$49M
|
+$3.67M
|
+274,486
|
+8%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$43.2M
|
-$115K
|
-8,612
|
-0.3%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$38.5M
|
-$3.71M
|
-277,432
|
-9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$32.5M
|
+$1.01M
|
+75,662
|
+3%
|
|
|
7
|
Relative Value Partners Group
|
$27.7M
|
-$83.1K
|
-6,222
|
-0.3%
|
|
|
8
|
|
$15.7M
|
+$173K
|
+12,977
|
+1%
|
|
|
9
|
|
$15.2M
|
+$899K
|
+67,346
|
+6%
|
|
|
10
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$13M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$1.04M
|
+77,693
|
+10%
|
|
|
12
|
McGowan Group Asset Management
Dallas,
Texas
|
$11.7M
|
-$70.5K
|
-5,279
|
-0.6%
|
|
|
13
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$10.3M
|
-$73.3K
|
-5,490
|
-0.7%
|
|
|
14
|
NWAM LLC
Mercer Island,
Washington
|
$9.68M
|
+$408K
|
+30,526
|
+4%
|
|
|
15
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$8.63M
|
–
|
–
|
–
|
|
|
16
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$7.31M
|
+$1.09M
|
+81,719
|
+18%
|
|
|
17
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$6.45M
|
+$267K
|
+19,962
|
+4%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.03M
|
-$167K
|
-12,478
|
-3%
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.34M
|
+$5.3M
|
+396,880
|
New
|
|
|
20
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5.01M
|
-$2.76M
|
-206,687
|
-36%
|
|
|
21
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.3M
|
-$534K
|
-40,000
|
-11%
|
|
|
22
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.23M
|
+$521
|
+39
|
+0%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.86M
|
+$519K
|
+38,858
|
+16%
|
|
|
24
|
M&R Capital Management
Summit,
New Jersey
|
$3.78M
|
-$482K
|
-36,100
|
-11%
|
|
|
25
|
|
$3.41M
|
–
|
–
|
–
|
|
