|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$13.5M
|
+$2.29M
|
+85,810
|
+21%
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$10.1M
|
+$822K
|
+30,782
|
+8%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$8.75M
|
-$1.48M
|
-55,459
|
-15%
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$7.64M
|
-$28.9K
|
-1,083
|
-0.4%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.36M
|
-$6.49K
|
-243
|
-0.1%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$6.32M
|
-$358K
|
-13,400
|
-5%
|
|
|
7
|
|
$4.39M
|
+$177K
|
+6,613
|
+4%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$4.01M
|
-$384K
|
-14,358
|
-9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.39M
|
-$10.6K
|
-397
|
-0.8%
|
|
|
10
|
Centaur Capital Partners
Southlake,
Texas
|
$1.12M
|
+$1.1M
|
+41,000
|
New
|
|
|
11
|
|
$1.11M
|
-$181K
|
-6,786
|
-14%
|
|
|
12
|
Zuckerman Investment Group
Chicago,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$967K
|
+$224K
|
+8,400
|
+31%
|
|
|
14
|
CSS LLC
Chicago,
Illinois
|
$963K
|
+$27.3K
|
+1,022
|
+3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$952K
|
+$408K
|
+15,264
|
+78%
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$939K
|
–
|
–
|
–
|
|
|
17
|
|
$913K
|
–
|
–
|
–
|
|
|
18
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$863K
|
–
|
–
|
–
|
|
|
19
|
JBF Capital
Aspen,
Colorado
|
$685K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$645K
|
+$28.3K
|
+1,058
|
+5%
|
|
|
21
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$610K
|
+$594K
|
+22,253
|
New
|
|
|
22
|
6 Meridian
Wichita,
Kansas
|
$600K
|
+$585K
|
+21,883
|
New
|
|
|
23
|
Laurion Capital Management
New York
|
$578K
|
+$563K
|
+21,088
|
New
|
|
|
24
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$559K
|
+$336K
|
+12,578
|
+161%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$517K
|
-$45.4K
|
-1,699
|
-8%
|
|
