|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$12.3M
|
-$871K
|
-31,719
|
-6%
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$9.82M
|
-$845K
|
-30,782
|
-8%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$7.75M
|
-$787K
|
-28,683
|
-9%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$7.36M
|
+$1.25M
|
+45,400
|
+20%
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$6.67M
|
-$793K
|
-28,875
|
-10%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.22M
|
+$37.3K
|
+1,358
|
+0.6%
|
|
|
7
|
|
$4.2M
|
-$73K
|
-2,658
|
-2%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$4.05M
|
+$153K
|
+5,578
|
+4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.31M
|
-$39.3K
|
-1,430
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.18M
|
+$255K
|
+9,281
|
+27%
|
|
|
11
|
Centaur Capital Partners
Southlake,
Texas
|
$1.15M
|
+$54.9K
|
+2,000
|
+5%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$1.09M
|
+$157K
|
+5,722
|
+16%
|
|
|
13
|
|
$1.06M
|
+$84.2K
|
+3,065
|
+8%
|
|
|
14
|
Zuckerman Investment Group
Chicago,
Illinois
|
$994K
|
–
|
–
|
–
|
|
|
15
|
CSS LLC
Chicago,
Illinois
|
$937K
|
–
|
–
|
–
|
|
|
16
|
CIBC World Market
Toronto,
Ontario, Canada
|
$924K
|
+$952K
|
+34,664
|
New
|
|
|
17
|
Institute for Wealth Management
Denver,
Colorado
|
$897K
|
-$29K
|
-1,056
|
-3%
|
|
|
18
|
Brown Brothers Harriman & Co
New York
|
$889K
|
+$915K
|
+33,333
|
New
|
|
|
19
|
|
$888K
|
–
|
–
|
–
|
|
|
20
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$840K
|
–
|
–
|
–
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$779K
|
+$156K
|
+5,681
|
+24%
|
|
|
22
|
JBF Capital
Aspen,
Colorado
|
$667K
|
–
|
–
|
–
|
|
|
23
|
6 Meridian
Wichita,
Kansas
|
$604K
|
+$21.2K
|
+772
|
+4%
|
|
|
24
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$580K
|
-$13.2K
|
-480
|
-2%
|
|
|
25
|
Oxford Asset Management
Oxford,
United Kingdom
|
$565K
|
+$582K
|
+21,185
|
New
|
|
