|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$10.2M
|
+$6.22K
|
+824
|
+0.1%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$4.85M
|
-$144K
|
-19,076
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4M
|
+$7.59K
|
+1,005
|
+0.2%
|
|
|
4
|
Lazard Asset Management
New York
|
$2.02M
|
-$316K
|
-41,853
|
-14%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$1.82M
|
+$209K
|
+27,741
|
+14%
|
|
|
6
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.44M
|
–
|
–
|
–
|
|
|
7
|
SII Investments
Appleton,
Wisconsin
|
$593K
|
+$89.6K
|
+11,865
|
+19%
|
|
|
8
|
North Star Investment Management
Chicago,
Illinois
|
$476K
|
-$16.6K
|
-2,198
|
-4%
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$326K
|
–
|
–
|
–
|
|
|
10
|
Gabelli Funds
Rye,
New York
|
$251K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$167K
|
+$161K
|
+21,286
|
New
|
|
|
12
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$114K
|
-$15.2K
|
-2,016
|
-12%
|
|
|
13
|
|
$100K
|
-$3.9K
|
-516
|
-4%
|
|
|
14
|
|
$98K
|
+$89.9K
|
+11,906
|
+2,225%
|
|
|
15
|
Signet Financial Management
Parsippany,
New Jersey
|
$92K
|
–
|
–
|
–
|
|
|
16
|
City of London Investment Management
London,
United Kingdom
|
$87K
|
–
|
–
|
–
|
|
|
17
|
Relative Value Partners Group
|
$86K
|
–
|
–
|
–
|
|
|
18
|
S&CO Inc
Boston,
Massachusetts
|
$86K
|
+$82.2K
|
+10,880
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60K
|
-$3.81K
|
-505
|
-6%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$27K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$14K
|
+$7.47K
|
+989
|
+137%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
24
|
Delta Asset Management
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Focused Wealth Management
Newburgh,
New York
|
$3K
|
–
|
–
|
–
|
|
