|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
+$3.25M
|
+119,921
|
+37%
|
|
|
2
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$12.1M
|
-$986K
|
-36,353
|
-8%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$10.2M
|
–
|
–
|
–
|
|
|
4
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$9.88M
|
-$5.5M
|
-202,653
|
-37%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$7.51M
|
-$141K
|
-5,182
|
-2%
|
|
|
6
|
|
$4.67M
|
-$172K
|
-6,352
|
-4%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.92M
|
+$2.29M
|
+84,551
|
+491%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$2.76M
|
-$68.7K
|
-2,532
|
-3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.81M
|
+$155K
|
+5,699
|
+10%
|
|
|
10
|
Matisse Capital
Portland,
Oregon
|
$1.81M
|
+$1.21M
|
+44,481
|
+240%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
-$174K
|
-6,421
|
-12%
|
|
|
12
|
Zuckerman Investment Group
Chicago,
Illinois
|
$1.11M
|
–
|
–
|
–
|
|
|
13
|
CSS LLC
Chicago,
Illinois
|
$1.05M
|
+$1.68K
|
+62
|
+0.2%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$962K
|
-$21.6K
|
-797
|
-2%
|
|
|
15
|
Brown Brothers Harriman & Co
New York
|
$955K
|
–
|
–
|
–
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$949K
|
+$110K
|
+4,052
|
+14%
|
|
|
17
|
Institute for Wealth Management
Denver,
Colorado
|
$941K
|
+$891K
|
+32,839
|
New
|
|
|
18
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$853K
|
+$100K
|
+3,700
|
+14%
|
|
|
19
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$841K
|
–
|
–
|
–
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$840K
|
+$108K
|
+3,986
|
+16%
|
|
|
21
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$831K
|
–
|
–
|
–
|
|
|
22
|
Neville Rodie & Shaw
New York
|
$743K
|
–
|
–
|
–
|
|
|
23
|
JBF Capital
Aspen,
Colorado
|
$716K
|
–
|
–
|
–
|
|
|
24
|
|
$715K
|
–
|
–
|
–
|
|
|
25
|
6 Meridian
Wichita,
Kansas
|
$685K
|
+$38.4K
|
+1,417
|
+6%
|
|
