|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$12.7M
|
+$712K
|
+22,111
|
+6%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$12.3M
|
-$38.6K
|
-1,200
|
-0.3%
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$12.1M
|
–
|
–
|
–
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.8M
|
-$447K
|
-13,884
|
-4%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$5.8M
|
-$860K
|
-26,695
|
-13%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.66M
|
+$766K
|
+23,781
|
+16%
|
|
|
7
|
|
$5.23M
|
+$178K
|
+5,517
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.3M
|
+$122K
|
+3,804
|
+6%
|
|
|
9
|
Geode Capital Management
Boston,
Massachusetts
|
$2.29M
|
-$656K
|
-20,384
|
-23%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.87M
|
+$206K
|
+6,408
|
+13%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
+$35.9K
|
+1,115
|
+2%
|
|
|
12
|
First Trust Advisors
Wheaton,
Illinois
|
$1.45M
|
+$364K
|
+11,289
|
+35%
|
|
|
13
|
CSS LLC
Chicago,
Illinois
|
$1.22M
|
–
|
–
|
–
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.12M
|
+$70.4K
|
+2,187
|
+7%
|
|
|
15
|
Brown Brothers Harriman & Co
New York
|
$1.1M
|
–
|
–
|
–
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.07M
|
+$8.53K
|
+265
|
+0.8%
|
|
|
17
|
Institute for Wealth Management
Denver,
Colorado
|
$1.04M
|
-$8.21K
|
-255
|
-0.8%
|
|
|
18
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.03M
|
+$34.8K
|
+1,082
|
+4%
|
|
|
19
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$960K
|
–
|
–
|
–
|
|
|
20
|
Zuckerman Investment Group
Chicago,
Illinois
|
$953K
|
+$32.2K
|
+1,001
|
+4%
|
|
|
21
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$900K
|
-$93.5K
|
-2,905
|
-10%
|
|
|
22
|
Neville Rodie & Shaw
New York
|
$858K
|
–
|
–
|
–
|
|
|
23
|
JBF Capital
Aspen,
Colorado
|
$828K
|
–
|
–
|
–
|
|
|
24
|
S&CO Inc
Boston,
Massachusetts
|
$796K
|
+$4.44K
|
+138
|
+0.6%
|
|
|
25
|
|
$737K
|
+$21.5K
|
+668
|
+3%
|
|
