|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$11.7M
|
+$512K
|
+16,600
|
+5%
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$11.5M
|
+$156K
|
+5,052
|
+1%
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$11.3M
|
+$275K
|
+8,915
|
+3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
-$2.26M
|
-73,330
|
-18%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$6.34M
|
-$410K
|
-13,290
|
-6%
|
|
|
6
|
|
$4.79M
|
-$157K
|
-5,105
|
-3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.62M
|
+$1.12M
|
+36,350
|
+33%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$2.81M
|
-$177K
|
-5,741
|
-6%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$2.24M
|
+$475K
|
+15,393
|
+27%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.06M
|
+$30.3K
|
+983
|
+2%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$1.57M
|
+$342K
|
+11,082
|
+29%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.44M
|
-$94.1K
|
-3,051
|
-6%
|
|
|
13
|
CSS LLC
Chicago,
Illinois
|
$1.15M
|
–
|
–
|
–
|
|
|
14
|
Brown Brothers Harriman & Co
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
15
|
First Trust Advisors
Wheaton,
Illinois
|
$1.02M
|
+$1M
|
+32,470
|
New
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.01M
|
+$69.5K
|
+2,255
|
+8%
|
|
|
17
|
Institute for Wealth Management
Denver,
Colorado
|
$993K
|
-$34.6K
|
-1,123
|
-3%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$990K
|
-$1.14K
|
-37
|
-0.1%
|
|
|
19
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$945K
|
+$10K
|
+325
|
+1%
|
|
|
20
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$943K
|
–
|
–
|
–
|
|
|
21
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$911K
|
–
|
–
|
–
|
|
|
22
|
Zuckerman Investment Group
Chicago,
Illinois
|
$873K
|
–
|
–
|
–
|
|
|
23
|
Neville Rodie & Shaw
New York
|
$814K
|
–
|
–
|
–
|
|
|
24
|
JBF Capital
Aspen,
Colorado
|
$785K
|
–
|
–
|
–
|
|
|
25
|
S&CO Inc
Boston,
Massachusetts
|
$750K
|
+$737K
|
+23,897
|
New
|
|
