|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$10.5M
|
+$1.12M
|
+44,354
|
+12%
|
|
|
2
|
Shaker Financial Services
Arlington,
Virginia
|
$9.69M
|
+$2.65M
|
+104,747
|
+39%
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$9.52M
|
–
|
–
|
–
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$7.24M
|
+$63.2K
|
+2,500
|
+0.9%
|
|
|
5
|
1607 Capital Partners
Richmond,
Virginia
|
$6.31M
|
-$45.5K
|
-1,800
|
-0.7%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.01M
|
-$15.1K
|
-599
|
-0.3%
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$4.16M
|
-$369K
|
-14,613
|
-8%
|
|
|
8
|
|
$3.97M
|
-$103K
|
-4,075
|
-3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
-$1.77K
|
-70
|
-0.1%
|
|
|
10
|
|
$1.22M
|
+$364K
|
+14,402
|
+44%
|
|
|
11
|
Zuckerman Investment Group
Chicago,
Illinois
|
$964K
|
–
|
–
|
–
|
|
|
12
|
Institute for Wealth Management
Denver,
Colorado
|
$886K
|
–
|
–
|
–
|
|
|
13
|
CSS LLC
Chicago,
Illinois
|
$882K
|
–
|
–
|
–
|
|
|
14
|
|
$861K
|
–
|
–
|
–
|
|
|
15
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$814K
|
–
|
–
|
–
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$695K
|
-$485K
|
-19,190
|
-42%
|
|
|
17
|
JBF Capital
Aspen,
Colorado
|
$646K
|
–
|
–
|
–
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$582K
|
+$480K
|
+18,984
|
+538%
|
|
|
19
|
SII Investments
Appleton,
Wisconsin
|
$558K
|
-$24.9K
|
-986
|
-4%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$532K
|
-$160K
|
-6,319
|
-23%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$504K
|
+$147K
|
+5,833
|
+43%
|
|
|
22
|
Brinker Capital
Berwyn,
Pennsylvania
|
$491K
|
-$10.9K
|
-430
|
-2%
|
|
|
23
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$450K
|
+$440K
|
+17,409
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$368K
|
+$1.34K
|
+53
|
+0.4%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$354K
|
–
|
–
|
–
|
|
