|
1
|
Rockefeller Capital Management
New York
|
$40.8M
|
+$899K
|
+17,776
|
+2%
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$19.8M
|
+$248K
|
+4,900
|
+1%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$16.4M
|
+$559K
|
+11,040
|
+4%
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15.8M
|
+$1.2M
|
+23,696
|
+8%
|
|
|
5
|
|
$10.8M
|
+$984K
|
+19,445
|
+10%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$9.57M
|
–
|
–
|
–
|
|
|
7
|
Brasada Capital Management
Houston,
Texas
|
$6.24M
|
+$643K
|
+12,716
|
+12%
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$5.46M
|
-$1.27M
|
-25,185
|
-19%
|
|
|
9
|
Chilton Investment Company
Stamford,
Connecticut
|
$5.43M
|
+$248K
|
+4,908
|
+5%
|
|
|
10
|
Third Avenue Management
New York
|
$5.16M
|
–
|
–
|
–
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.48M
|
+$644K
|
+12,733
|
+17%
|
|
|
12
|
Matisse Capital
Portland,
Oregon
|
$3.3M
|
–
|
–
|
–
|
|
|
13
|
Douglass Winthrop Advisors
New York
|
$3.01M
|
+$141K
|
+2,781
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.91M
|
-$70.3K
|
-1,389
|
-2%
|
|
|
15
|
First Trust Advisors
Wheaton,
Illinois
|
$2.78M
|
+$262K
|
+5,184
|
+10%
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.77M
|
+$118K
|
+2,341
|
+4%
|
|
|
17
|
Pinnacle Associates
New York
|
$2.67M
|
+$138K
|
+2,721
|
+5%
|
|
|
18
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$2.56M
|
+$81.5K
|
+1,610
|
+3%
|
|
|
19
|
Evolve Private Wealth
Los Angeles,
California
|
$2.52M
|
+$2.52M
|
+49,712
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.29M
|
-$78.2K
|
-1,545
|
-3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.27M
|
+$38.6K
|
+762
|
+2%
|
|
|
22
|
CSS LLC
Chicago,
Illinois
|
$2.16M
|
–
|
–
|
–
|
|
|
23
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.78M
|
+$39.1K
|
+773
|
+2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.58M
|
+$4.66K
|
+92
|
+0.3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.57M
|
+$620K
|
+12,258
|
+66%
|
|
