|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$10.5M
|
-$999K
|
-117,698
|
-9%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$6.42M
|
-$744K
|
-87,648
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.04M
|
+$1.28M
|
+151,346
|
+49%
|
|
|
4
|
Lazard Asset Management
New York
|
$3.34M
|
-$483K
|
-56,965
|
-13%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$1.73M
|
-$830K
|
-97,845
|
-33%
|
|
|
6
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.61M
|
-$185K
|
-21,788
|
-11%
|
|
|
7
|
North Star Investment Management
Chicago,
Illinois
|
$488K
|
+$159K
|
+18,698
|
+51%
|
|
|
8
|
Gabelli Funds
Rye,
New York
|
$277K
|
-$31.5K
|
-3,712
|
-11%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$263K
|
-$108K
|
-12,709
|
-30%
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$199K
|
+$12.5K
|
+1,468
|
+7%
|
|
|
11
|
|
$171K
|
+$53.4K
|
+6,296
|
+48%
|
|
|
12
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$143K
|
-$16.3K
|
-1,922
|
-11%
|
|
|
13
|
Signet Financial Management
Parsippany,
New Jersey
|
$102K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$99K
|
–
|
–
|
–
|
|
|
15
|
BB&T Securities
Richmond,
Virginia
|
$94K
|
-$10.7K
|
-1,261
|
-11%
|
|
|
16
|
Doliver Advisors
Houston,
Texas
|
$88K
|
+$85.4K
|
+10,067
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71K
|
-$22.8K
|
-2,690
|
-25%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38K
|
-$4.24K
|
-500
|
-11%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
20
|
|
$19K
|
-$2.25K
|
-265
|
-11%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$17K
|
-$5.85K
|
-689
|
-26%
|
|
|
22
|
Delta Asset Management
Memphis,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
+$3.4K
|
+400
|
New
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
+$2.72K
|
+321
|
New
|
|
|
25
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$366K
|
-44,557
|
Closed
|
|
