|
1
|
Wells Fargo
San Francisco,
California
|
$174M
|
+$18.4M
|
+1,371,310
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.7M
|
+$3.28M
|
+243,938
|
+7%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$49.3M
|
-$6.08M
|
-452,156
|
-11%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$46.8M
|
+$3.15M
|
+234,601
|
+7%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$39.4M
|
+$299K
|
+22,238
|
+0.8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$33.4M
|
+$656K
|
+48,836
|
+2%
|
|
|
7
|
Relative Value Partners Group
|
$26.6M
|
-$1.34M
|
-100,050
|
-5%
|
|
|
8
|
|
$16.4M
|
+$1.05M
|
+77,954
|
+7%
|
|
|
9
|
|
$15.6M
|
-$269K
|
-20,019
|
-2%
|
|
|
10
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$13.1M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
+$367K
|
+27,281
|
+3%
|
|
|
12
|
McGowan Group Asset Management
Dallas,
Texas
|
$11.7M
|
-$80.4K
|
-5,980
|
-0.7%
|
|
|
13
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$10.3M
|
-$93.9K
|
-6,988
|
-0.9%
|
|
|
14
|
NWAM LLC
Mercer Island,
Washington
|
$10.3M
|
+$491K
|
+36,497
|
+5%
|
|
|
15
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$8.09M
|
+$703K
|
+52,326
|
+10%
|
|
|
16
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$7.15M
|
+$642K
|
+47,750
|
+10%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.54M
|
+$454K
|
+33,767
|
+8%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6M
|
+$611K
|
+45,476
|
+11%
|
|
|
19
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.3M
|
+$1.09K
|
+81
|
+0%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.14M
|
-$202K
|
-15,000
|
-5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.09M
|
+$200K
|
+14,897
|
+5%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$3.92M
|
+$1.24M
|
+92,104
|
+47%
|
|
|
23
|
M&R Capital Management
Summit,
New Jersey
|
$3.86M
|
–
|
–
|
–
|
|
|
24
|
|
$3.46M
|
+$17.9K
|
+1,332
|
+0.5%
|
|
|
25
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$3.37M
|
+$1.76M
|
+131,274
|
+109%
|
|
