|
1
|
Wells Fargo
San Francisco,
California
|
$188M
|
+$10.3M
|
+827,038
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$43.1M
|
-$2.69M
|
-216,562
|
-6%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$41.5M
|
+$2.05M
|
+165,160
|
+5%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$40M
|
-$8.79M
|
-709,127
|
-18%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$35.7M
|
–
|
–
|
–
|
|
|
6
|
Relative Value Partners Group
|
$23.9M
|
-$94.1K
|
-7,588
|
-0.4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
-$110K
|
-8,891
|
-0.6%
|
|
|
8
|
|
$17.3M
|
+$196K
|
+15,823
|
+1%
|
|
|
9
|
|
$16M
|
+$1.24M
|
+100,289
|
+8%
|
|
|
10
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$11.7M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$502K
|
+40,465
|
+5%
|
|
|
12
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$10.5M
|
+$2.82M
|
+227,673
|
+36%
|
|
|
13
|
McGowan Group Asset Management
Dallas,
Texas
|
$9.94M
|
-$157K
|
-12,653
|
-2%
|
|
|
14
|
NWAM LLC
Mercer Island,
Washington
|
$8.59M
|
-$443K
|
-35,752
|
-5%
|
|
|
15
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$8.53M
|
-$364K
|
-29,370
|
-4%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.07M
|
+$741K
|
+59,734
|
+10%
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.55M
|
+$537K
|
+43,293
|
+7%
|
|
|
18
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$6.32M
|
-$102K
|
-8,217
|
-2%
|
|
|
19
|
Oxbow Advisors
Austin,
Texas
|
$5.09M
|
+$5.23M
|
+421,365
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.63M
|
+$464K
|
+37,445
|
+11%
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$4.19M
|
+$4.31M
|
+347,174
|
New
|
|
|
22
|
Curi RMB Capital
Chicago,
Illinois
|
$3.96M
|
+$2.88M
|
+232,479
|
+244%
|
|
|
23
|
Lehman Financial Resources
Media,
Pennsylvania
|
$3.73M
|
-$36.4K
|
-2,934
|
-0.9%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$3.62M
|
+$93.1K
|
+7,504
|
+3%
|
|
|
25
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$3.55M
|
+$65.1K
|
+5,248
|
+2%
|
|
