|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$10.4M
|
-$540K
|
-14,947
|
-5%
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$7.92M
|
+$855K
|
+23,684
|
+11%
|
|
|
3
|
|
$6.62M
|
+$157K
|
+4,352
|
+2%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$5.36M
|
+$3.63M
|
+100,543
|
+172%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.29M
|
-$520K
|
-14,412
|
-8%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.77M
|
-$14.6K
|
-404
|
-0.4%
|
|
|
7
|
Third Avenue Management
New York
|
$3.75M
|
–
|
–
|
–
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.53M
|
+$45.2K
|
+1,252
|
+1%
|
|
|
9
|
First Trust Advisors
Wheaton,
Illinois
|
$2.23M
|
-$133K
|
-3,697
|
-5%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2M
|
+$164K
|
+4,538
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
-$578K
|
-16,012
|
-22%
|
|
|
12
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.7M
|
–
|
–
|
–
|
|
|
13
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.56M
|
+$1.67M
|
+46,216
|
New
|
|
|
14
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.45M
|
+$655K
|
+18,132
|
+73%
|
|
|
15
|
CSS LLC
Chicago,
Illinois
|
$1.28M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$33.9K
|
+938
|
+3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.14M
|
+$4.51K
|
+125
|
+0.4%
|
|
|
18
|
Brown Brothers Harriman & Co
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.1M
|
+$865K
|
+23,969
|
+275%
|
|
|
20
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$996K
|
+$20.8K
|
+575
|
+2%
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$958K
|
+$129K
|
+3,574
|
+14%
|
|
|
22
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$940K
|
+$10.3K
|
+285
|
+1%
|
|
|
23
|
Institute for Wealth Management
Denver,
Colorado
|
$936K
|
–
|
–
|
–
|
|
|
24
|
|
$707K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$695K
|
+$217
|
+6
|
+0%
|
|
