|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$10.1M
|
-$20.6K
|
-2,600
|
-0.2%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$4.66M
|
-$124K
|
-15,681
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.92M
|
-$23.7K
|
-2,982
|
-0.6%
|
|
|
4
|
Lazard Asset Management
New York
|
$1.92M
|
-$56.6K
|
-7,134
|
-3%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$1.88M
|
+$90.5K
|
+11,409
|
+5%
|
|
|
6
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$1.42M
|
–
|
–
|
–
|
|
|
7
|
SII Investments
Appleton,
Wisconsin
|
$732K
|
+$144K
|
+18,100
|
+24%
|
|
|
8
|
North Star Investment Management
Chicago,
Illinois
|
$456K
|
-$12.9K
|
-1,625
|
-3%
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$301K
|
-$22.1K
|
-2,780
|
-7%
|
|
|
10
|
Gabelli Funds
Rye,
New York
|
$248K
|
–
|
–
|
–
|
|
|
11
|
|
$197K
|
+$103K
|
+12,964
|
+104%
|
|
|
12
|
|
$163K
|
+$67K
|
+8,449
|
+67%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$149K
|
-$16.6K
|
-2,086
|
-10%
|
|
|
14
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$112K
|
–
|
–
|
–
|
|
|
15
|
S&CO Inc
Boston,
Massachusetts
|
$84K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$61K
|
+$49K
|
+6,170
|
+361%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$28K
|
+$1.49K
|
+188
|
+5%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Delta Asset Management
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Brown Brothers Harriman & Co
New York
|
$4K
|
+$3.97K
|
+500
|
New
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
-$801
|
-101
|
-24%
|
|
|
24
|
Focused Wealth Management
Newburgh,
New York
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$770
|
+97
|
+32%
|
|
