|
1
|
Wells Fargo
San Francisco,
California
|
$189M
|
+$18.3M
|
+1,372,264
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.4M
|
-$1.33M
|
-99,666
|
-3%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$49.5M
|
+$1.06M
|
+79,381
|
+2%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$42.9M
|
-$3.04M
|
-227,785
|
-7%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$37.6M
|
-$839K
|
-62,805
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
+$274K
|
+20,523
|
+0.8%
|
|
|
7
|
Relative Value Partners Group
|
$26.6M
|
+$464K
|
+34,780
|
+2%
|
|
|
8
|
|
$17.9M
|
+$1.75M
|
+130,764
|
+11%
|
|
|
9
|
|
$15.9M
|
+$640K
|
+47,935
|
+4%
|
|
|
10
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$12.9M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
-$108K
|
-8,069
|
-0.9%
|
|
|
12
|
McGowan Group Asset Management
Dallas,
Texas
|
$11.3M
|
-$212K
|
-15,905
|
-2%
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$10.5M
|
+$381K
|
+28,563
|
+4%
|
|
|
14
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$9.84M
|
-$141K
|
-10,539
|
-1%
|
|
|
15
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$8.87M
|
+$935K
|
+70,006
|
+12%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.45M
|
+$1.56M
|
+116,971
|
+26%
|
|
|
17
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$7.39M
|
+$371K
|
+27,750
|
+5%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.73M
|
+$315K
|
+23,594
|
+5%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.44M
|
+$426K
|
+31,904
|
+11%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$4.43M
|
+$520K
|
+38,964
|
+2,383%
|
|
|
21
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.22M
|
+$788
|
+59
|
+0%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$4.21M
|
+$365K
|
+27,301
|
+9%
|
|
|
23
|
M&R Capital Management
Summit,
New Jersey
|
$3.78M
|
-$9.35K
|
-700
|
-0.2%
|
|
|
24
|
|
$3.39M
|
–
|
–
|
–
|
|
|
25
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$3.15M
|
-$203K
|
-15,224
|
-6%
|
|
