|
1
|
Rockefeller Capital Management
New York
|
$32.7M
|
-$7.48M
|
-145,496
|
-18%
|
|
|
2
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$19.7M
|
+$284K
|
+5,521
|
+1%
|
|
|
3
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$17.4M
|
+$1.98M
|
+38,433
|
+12%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$14.9M
|
-$1.19M
|
-23,150
|
-7%
|
|
|
5
|
|
$10.1M
|
-$509K
|
-9,903
|
-5%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$9.36M
|
-$13.9K
|
-270
|
-0.1%
|
|
|
7
|
Brasada Capital Management
Houston,
Texas
|
$6.32M
|
+$158K
|
+3,074
|
+2%
|
|
|
8
|
Chilton Investment Company
Stamford,
Connecticut
|
$5.32M
|
–
|
–
|
–
|
|
|
9
|
Todd Wealth Management, LLC
Venice,
Florida
|
$5.1M
|
+$495K
|
+9,626
|
+10%
|
|
|
10
|
Third Avenue Management
New York
|
$5.06M
|
–
|
–
|
–
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.55M
|
+$174K
|
+3,388
|
+4%
|
|
|
12
|
Matisse Capital
Portland,
Oregon
|
$3.23M
|
–
|
–
|
–
|
|
|
13
|
Douglass Winthrop Advisors
New York
|
$2.95M
|
–
|
–
|
–
|
|
|
14
|
First Trust Advisors
Wheaton,
Illinois
|
$2.86M
|
+$139K
|
+2,709
|
+5%
|
|
|
15
|
Pinnacle Associates
New York
|
$2.61M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.56M
|
-$292K
|
-5,687
|
-10%
|
|
|
17
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$2.51M
|
–
|
–
|
–
|
|
|
18
|
Evolve Private Wealth
Los Angeles,
California
|
$2.46M
|
-$5.91K
|
-115
|
-0.2%
|
|
|
19
|
|
$2.19M
|
+$2.26M
|
+44,000
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.17M
|
-$68.9K
|
-1,340
|
-3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.16M
|
-$62.8K
|
-1,221
|
-3%
|
|
|
22
|
CSS LLC
Chicago,
Illinois
|
$2.12M
|
–
|
–
|
–
|
|
|
23
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.81M
|
-$929K
|
-18,064
|
-33%
|
|
|
24
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.74M
|
-$5.35K
|
-104
|
-0.3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.62M
|
+$89.9K
|
+1,749
|
+6%
|
|
