|
1
|
Rockefeller Capital Management
New York
|
$40.4M
|
+$38.9M
|
+785,952
|
New
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$19.8M
|
+$888K
|
+17,962
|
+5%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$16M
|
+$342K
|
+6,912
|
+2%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$14.8M
|
+$1.83M
|
+37,099
|
+15%
|
|
|
5
|
|
$9.93M
|
+$136K
|
+2,750
|
+1%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$9.69M
|
-$257K
|
-5,205
|
-3%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$6.83M
|
-$3.9M
|
-78,817
|
-37%
|
|
|
8
|
Brasada Capital Management
Houston,
Texas
|
$5.66M
|
+$4.14M
|
+83,725
|
+315%
|
|
|
9
|
Chilton Investment Company
Stamford,
Connecticut
|
$5.25M
|
+$49.4K
|
+1,000
|
+1%
|
|
|
10
|
Third Avenue Management
New York
|
$5.22M
|
–
|
–
|
–
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.88M
|
-$300K
|
-6,075
|
-7%
|
|
|
12
|
Matisse Capital
Portland,
Oregon
|
$3.34M
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.02M
|
+$12.2K
|
+246
|
+0.4%
|
|
|
14
|
Douglass Winthrop Advisors
New York
|
$2.91M
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.76M
|
-$928K
|
-18,764
|
-26%
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.68M
|
-$21.6K
|
-437
|
-0.8%
|
|
|
17
|
Pinnacle Associates
New York
|
$2.56M
|
+$2.47M
|
+49,869
|
New
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$2.55M
|
+$227K
|
+4,586
|
+10%
|
|
|
19
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$2.51M
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.4M
|
+$56.1K
|
+1,134
|
+2%
|
|
|
21
|
AQR Arbitrage
Greenwich,
Connecticut
|
$2.26M
|
-$533K
|
-10,771
|
-20%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.26M
|
+$86.5K
|
+1,750
|
+4%
|
|
|
23
|
CSS LLC
Chicago,
Illinois
|
$2.19M
|
–
|
–
|
–
|
|
|
24
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.76M
|
-$10.1K
|
-205
|
-0.6%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.71M
|
-$4.94K
|
-100
|
-0.3%
|
|
