|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$12.2M
|
+$1.43M
|
+168,953
|
+12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4M
|
+$128K
|
+15,157
|
+3%
|
|
|
3
|
Karpus Investment Management
Pittsford,
New York
|
$1.99M
|
-$40K
|
-4,741
|
-2%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$1.77M
|
-$224K
|
-26,549
|
-10%
|
|
|
5
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$1.74M
|
-$16.9K
|
-2,000
|
-0.9%
|
|
|
6
|
City of London Investment Management
London,
United Kingdom
|
$1.02M
|
-$394K
|
-46,727
|
-26%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$536K
|
+$231K
|
+27,354
|
+65%
|
|
|
8
|
Relative Value Partners Group
|
$351K
|
+$24.9K
|
+2,952
|
+7%
|
|
|
9
|
|
$320K
|
+$76.8K
|
+9,099
|
+28%
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$275K
|
-$18.6K
|
-2,200
|
-6%
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
$247K
|
–
|
–
|
–
|
|
|
12
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$219K
|
-$109K
|
-12,898
|
-31%
|
|
|
13
|
Cornerstone Advisors
Asheville,
North Carolina
|
$142K
|
-$40.1K
|
-4,752
|
-21%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$104K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$102K
|
+$7.76K
|
+919
|
+8%
|
|
|
16
|
Old Port Advisors
Portland,
Maine
|
$96K
|
+$99.6K
|
+11,805
|
New
|
|
|
17
|
S&CO Inc
Boston,
Massachusetts
|
$84K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$42K
|
+$42.7K
|
+5,054
|
+1,461%
|
|
|
19
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$15K
|
+$16.9K
|
+2,000
|
New
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9K
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$5K
|
+$4.47K
|
+530
|
+757%
|
|
|
22
|
Delta Asset Management
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Focused Wealth Management
Newburgh,
New York
|
$3K
|
–
|
–
|
–
|
|
|
24
|
North Star Investment Management
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$287K
|
-30,627
|
Closed
|
|
