|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$9.76M
|
+$514K
|
+61,628
|
+5%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$5.05M
|
-$547K
|
-65,630
|
-9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.75M
|
+$19K
|
+2,278
|
+0.5%
|
|
|
4
|
Lazard Asset Management
New York
|
$2.45M
|
-$575K
|
-68,962
|
-18%
|
|
|
5
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.43M
|
–
|
–
|
–
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$1.17M
|
-$148K
|
-17,772
|
-11%
|
|
|
7
|
North Star Investment Management
Chicago,
Illinois
|
$488K
|
+$46.5K
|
+5,573
|
+10%
|
|
|
8
|
SII Investments
Appleton,
Wisconsin
|
$437K
|
+$463K
|
+55,510
|
New
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$324K
|
+$39.4K
|
+4,727
|
+13%
|
|
|
10
|
Gabelli Funds
Rye,
New York
|
$249K
|
–
|
–
|
–
|
|
|
11
|
|
$149K
|
+$3.19K
|
+383
|
+2%
|
|
|
12
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$128K
|
–
|
–
|
–
|
|
|
13
|
Signet Financial Management
Parsippany,
New Jersey
|
$91K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$89K
|
–
|
–
|
–
|
|
|
15
|
City of London Investment Management
London,
United Kingdom
|
$84K
|
+$89.3K
|
+10,700
|
New
|
|
|
16
|
Relative Value Partners Group
|
$83K
|
+$89.1K
|
+10,677
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$30K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$30.8K
|
+3,688
|
New
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
+$7.11K
|
+852
|
New
|
|
|
22
|
Delta Asset Management
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Focused Wealth Management
Newburgh,
New York
|
$3K
|
–
|
–
|
–
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
25
|
|
$2K
|
+$2.34K
|
+280
|
+5,600%
|
|
