|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$11M
|
+$731K
|
+92,953
|
+7%
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$4.61M
|
-$135K
|
-17,195
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.06M
|
+$64.3K
|
+8,168
|
+2%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$3.18M
|
+$1.25M
|
+159,418
|
+66%
|
|
|
5
|
Curi RMB Capital
Chicago,
Illinois
|
$950K
|
+$947K
|
+120,309
|
New
|
|
|
6
|
SII Investments
Appleton,
Wisconsin
|
$784K
|
+$43.3K
|
+5,504
|
+6%
|
|
|
7
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$617K
|
-$831K
|
-105,572
|
-57%
|
|
|
8
|
North Star Investment Management
Chicago,
Illinois
|
$465K
|
–
|
–
|
–
|
|
|
9
|
|
$444K
|
+$242K
|
+30,796
|
+121%
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$335K
|
+$28K
|
+3,562
|
+9%
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
$253K
|
–
|
–
|
–
|
|
|
12
|
|
$166K
|
-$291
|
-37
|
-0.2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$115K
|
-$36.9K
|
-4,683
|
-24%
|
|
|
14
|
S&CO Inc
Boston,
Massachusetts
|
$86K
|
–
|
–
|
–
|
|
|
15
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$74K
|
-$40.1K
|
-5,090
|
-35%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
+$7.15K
|
+909
|
+12%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$27K
|
-$1.48K
|
-188
|
-5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$15K
|
-$47.3K
|
-6,011
|
-76%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Brown Brothers Harriman & Co
New York
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Delta Asset Management
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$3K
|
-$574
|
-73
|
-18%
|
|
|
24
|
Focused Wealth Management
Newburgh,
New York
|
$3K
|
–
|
–
|
–
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
