|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$13.3M
|
-$414K
|
-41,340
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.86M
|
-$139K
|
-13,859
|
-3%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$2.53M
|
-$472K
|
-47,134
|
-15%
|
|
|
4
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$2.23M
|
+$88.5K
|
+8,840
|
+4%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$2.14M
|
-$122K
|
-12,198
|
-5%
|
|
|
6
|
City of London Investment Management
London,
United Kingdom
|
$1.64M
|
+$207K
|
+20,658
|
+14%
|
|
|
7
|
Relative Value Partners Group
|
$412K
|
+$256K
|
+25,584
|
+150%
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$399K
|
-$40.4K
|
-4,029
|
-9%
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$374K
|
-$16K
|
-1,594
|
-4%
|
|
|
10
|
|
$343K
|
+$73.3K
|
+7,320
|
+26%
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
$309K
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$223K
|
-$106K
|
-10,604
|
-32%
|
|
|
13
|
Doliver Advisors
Houston,
Texas
|
$155K
|
+$160K
|
+15,981
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130K
|
-$401
|
-40
|
-0.3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$124K
|
+$118K
|
+11,759
|
+1,134%
|
|
|
16
|
Brinker Capital
Berwyn,
Pennsylvania
|
$115K
|
-$8.25K
|
-824
|
-6%
|
|
|
17
|
S&CO Inc
Boston,
Massachusetts
|
$105K
|
–
|
–
|
–
|
|
|
18
|
Wolverine Asset Management
Chicago,
Illinois
|
$98K
|
+$103K
|
+10,236
|
New
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$37K
|
+$38.6K
|
+3,855
|
New
|
|
|
20
|
North Star Investment Management
Chicago,
Illinois
|
$30K
|
–
|
–
|
–
|
|
|
21
|
Regions Financial Corp
Birmingham,
Alabama
|
$14K
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10K
|
+$10K
|
+998
|
New
|
|
|
23
|
Delta Asset Management
Memphis,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$5.39K
|
+538
|
New
|
|
|
25
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
+$10
|
+1
|
+0.2%
|
|
