|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$14.7M
|
+$930K
|
+111,008
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.91M
|
+$396K
|
+47,317
|
+9%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$2.79M
|
+$769K
|
+91,771
|
+40%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$2.29M
|
+$5.47K
|
+653
|
+0.3%
|
|
|
5
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$1.98M
|
+$20.9K
|
+2,500
|
+1%
|
|
|
6
|
City of London Investment Management
London,
United Kingdom
|
$1.1M
|
-$47.4K
|
-5,656
|
-4%
|
|
|
7
|
|
$429K
|
+$66.6K
|
+7,951
|
+19%
|
|
|
8
|
Relative Value Partners Group
|
$373K
|
-$19.6K
|
-2,335
|
-5%
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$353K
|
+$185K
|
+22,124
|
+120%
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$310K
|
–
|
–
|
–
|
|
|
11
|
Wolverine Asset Management
Chicago,
Illinois
|
$300K
|
+$289K
|
+34,489
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
-$304K
|
-36,246
|
-52%
|
|
|
13
|
Gabelli Funds
Rye,
New York
|
$278K
|
–
|
–
|
–
|
|
|
14
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$150K
|
-$93.8K
|
-11,199
|
-39%
|
|
|
15
|
Pembroke Management
Montreal,
Quebec, Canada
|
$126K
|
+$121K
|
+14,500
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$117K
|
–
|
–
|
–
|
|
|
17
|
Old Port Advisors
Portland,
Maine
|
$99K
|
-$3.35K
|
-400
|
-3%
|
|
|
18
|
S&CO Inc
Boston,
Massachusetts
|
$95K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$45K
|
-$1.73K
|
-207
|
-4%
|
|
|
20
|
North Star Investment Management
Chicago,
Illinois
|
$25K
|
+$20.5K
|
+2,450
|
+589%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
+$1.26K
|
+151
|
+13%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$11K
|
-$99.8K
|
-11,910
|
-91%
|
|
|
23
|
Delta Asset Management
Memphis,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
+$17
|
+2
|
+0.5%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
–
|
-$5K
|
-600
|
Closed
|
|
