|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$10.8M
|
+$100K
|
+11,055
|
+0.9%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$5.9M
|
-$499K
|
-55,245
|
-8%
|
|
|
3
|
Lazard Asset Management
New York
|
$5.46M
|
-$1.67M
|
-185,131
|
-23%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.68M
|
+$81.3K
|
+9,000
|
+3%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$2.58M
|
+$450K
|
+49,889
|
+21%
|
|
|
6
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.85M
|
-$17.2K
|
-1,900
|
-0.9%
|
|
|
7
|
Wolverine Asset Management
Chicago,
Illinois
|
$510K
|
+$501K
|
+55,494
|
+4,847%
|
|
|
8
|
Gabelli Funds
Rye,
New York
|
$318K
|
+$3.8K
|
+421
|
+1%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$224K
|
-$70.3K
|
-7,787
|
-24%
|
|
|
10
|
Doliver Advisors
Houston,
Texas
|
$192K
|
+$192K
|
+21,269
|
New
|
|
|
11
|
|
$162K
|
+$4.04K
|
+448
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$161K
|
+$131K
|
+14,462
|
+425%
|
|
|
13
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$153K
|
+$813
|
+90
|
+0.5%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$149K
|
+$58.6K
|
+6,490
|
+64%
|
|
|
15
|
TFS Capital
West Chester,
Pennsylvania
|
$148K
|
+$49.3K
|
+5,455
|
+50%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100K
|
–
|
–
|
–
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$55K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42K
|
-$137K
|
-15,170
|
-76%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$35K
|
–
|
–
|
–
|
|
|
20
|
|
$11K
|
-$5.04K
|
-558
|
-32%
|
|
|
21
|
1919 Investment Counsel
Baltimore,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
22
|
Delta Asset Management
Memphis,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
23
|
New England Securities
New York
|
$3K
|
+$27
|
+3
|
+0.9%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$531K
|
-58,343
|
Closed
|
|
|
25
|
|
–
|
-$29.2K
|
-3,231
|
-100%
|
|
