|
1
|
Wells Fargo
San Francisco,
California
|
$187M
|
+$7.17M
|
+558,093
|
+4%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$50.9M
|
+$3.9M
|
+303,792
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$47.9M
|
-$51.3K
|
-3,993
|
-0.1%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$41.2M
|
+$409K
|
+31,872
|
+1%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$37.4M
|
+$1.68M
|
+131,138
|
+5%
|
|
|
6
|
Relative Value Partners Group
|
$25.1M
|
-$161K
|
-12,500
|
-0.6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
-$12M
|
-931,375
|
-37%
|
|
|
8
|
|
$18M
|
+$999K
|
+77,776
|
+6%
|
|
|
9
|
|
$15.5M
|
+$373K
|
+29,058
|
+2%
|
|
|
10
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$12.2M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
-$729K
|
-56,761
|
-6%
|
|
|
12
|
McGowan Group Asset Management
Dallas,
Texas
|
$10.6M
|
-$171K
|
-13,279
|
-2%
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$9.46M
|
-$484K
|
-37,654
|
-5%
|
|
|
14
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$9.31M
|
-$135K
|
-10,527
|
-1%
|
|
|
15
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$8.09M
|
+$8.2M
|
+638,714
|
New
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.7M
|
+$1.32M
|
+102,591
|
+20%
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.37M
|
+$283K
|
+22,060
|
+4%
|
|
|
18
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$6.73M
|
-$304K
|
-23,645
|
-4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.38M
|
+$155K
|
+12,098
|
+4%
|
|
|
20
|
Lehman Financial Resources
Media,
Pennsylvania
|
$3.95M
|
-$69.8K
|
-5,438
|
-2%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$3.7M
|
-$305K
|
-23,733
|
-8%
|
|
|
22
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$3.63M
|
-$4.85M
|
-377,424
|
-57%
|
|
|
23
|
M&R Capital Management
Summit,
New Jersey
|
$3.49M
|
-$107K
|
-8,350
|
-3%
|
|
|
24
|
|
$3.23M
|
–
|
–
|
–
|
|
|
25
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$3.03M
|
+$38.6K
|
+3,002
|
+1%
|
|
