|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$13.1M
|
+$247K
|
+8,945
|
+2%
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$10.1M
|
-$106K
|
-3,839
|
-1%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$9.36M
|
+$1.66M
|
+60,100
|
+22%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$8.49M
|
+$389K
|
+14,120
|
+5%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.7M
|
+$196K
|
+7,111
|
+3%
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$5.16M
|
-$1.79M
|
-64,968
|
-26%
|
|
|
7
|
|
$4.2M
|
-$187K
|
-6,785
|
-4%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$3.86M
|
-$368K
|
-13,365
|
-9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.4M
|
+$167K
|
+6,071
|
+14%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
-$12K
|
-434
|
-0.9%
|
|
|
11
|
Centaur Capital Partners
Southlake,
Texas
|
$1.2M
|
–
|
–
|
–
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$1.08M
|
-$59.5K
|
-2,159
|
-5%
|
|
|
13
|
Zuckerman Investment Group
Chicago,
Illinois
|
$1.04M
|
–
|
–
|
–
|
|
|
14
|
|
$982K
|
-$230K
|
-8,333
|
-19%
|
|
|
15
|
CSS LLC
Chicago,
Illinois
|
$980K
|
–
|
–
|
–
|
|
|
16
|
CIBC World Market
Toronto,
Ontario, Canada
|
$946K
|
-$19.2K
|
-698
|
-2%
|
|
|
17
|
Brown Brothers Harriman & Co
New York
|
$929K
|
–
|
–
|
–
|
|
|
18
|
|
$928K
|
–
|
–
|
–
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$915K
|
-$9.7K
|
-352
|
-1%
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$861K
|
+$45.8K
|
+1,660
|
+6%
|
|
|
21
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$836K
|
-$41.3K
|
-1,500
|
-5%
|
|
|
22
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$783K
|
+$212K
|
+7,684
|
+38%
|
|
|
23
|
JBF Capital
Aspen,
Colorado
|
$697K
|
–
|
–
|
–
|
|
|
24
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$607K
|
–
|
–
|
–
|
|
|
25
|
Cardan Capital Partners
Denver,
Colorado
|
$547K
|
+$8.79K
|
+319
|
+2%
|
|
