|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$16.8M
|
+$350K
|
+37,949
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.41M
|
-$147K
|
-15,993
|
-3%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.62M
|
+$1.9M
|
+206,389
|
+72%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$2.23M
|
-$92.8K
|
-10,075
|
-4%
|
|
|
5
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$2.11M
|
–
|
–
|
–
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$2.08M
|
+$127K
|
+13,776
|
+7%
|
|
|
7
|
|
$1.19M
|
+$156K
|
+16,987
|
+16%
|
|
|
8
|
Cornerstone Advisors
Asheville,
North Carolina
|
$396K
|
+$389K
|
+42,197
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$345K
|
-$189K
|
-20,537
|
-36%
|
|
|
10
|
Relative Value Partners Group
|
$337K
|
–
|
–
|
–
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
$300K
|
–
|
–
|
–
|
|
|
12
|
City of London Investment Management
London,
United Kingdom
|
$228K
|
-$681K
|
-73,868
|
-75%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$227K
|
-$43.3K
|
-4,700
|
-16%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$132K
|
+$130K
|
+14,100
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
–
|
–
|
–
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$84K
|
-$76K
|
-8,246
|
-48%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$56K
|
+$38.6K
|
+4,195
|
+232%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$55K
|
-$37.8K
|
-4,105
|
-41%
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$27K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$5K
|
-$2.82K
|
-306
|
-36%
|
|
|
22
|
Delta Asset Management
Memphis,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Pembroke Management
Montreal,
Quebec, Canada
|
–
|
-$129K
|
-14,500
|
Closed
|
|
|
25
|
Old Port Advisors
Portland,
Maine
|
–
|
-$91K
|
-10,235
|
Closed
|
|
