|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$13.7M
|
+$1.25M
|
+143,546
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.94M
|
-$155K
|
-17,817
|
-3%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.74M
|
+$312K
|
+35,812
|
+7%
|
|
|
4
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$1.61M
|
+$21.6K
|
+2,479
|
+1%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$1.59M
|
-$105K
|
-12,054
|
-5%
|
|
|
6
|
|
$1.28M
|
+$481K
|
+55,265
|
+44%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$834K
|
-$902K
|
-103,598
|
-47%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$463K
|
+$250K
|
+28,681
|
+78%
|
|
|
9
|
Gabelli Funds
Rye,
New York
|
$231K
|
+$6.55K
|
+752
|
+2%
|
|
|
10
|
Relative Value Partners Group
|
$223K
|
-$37.1K
|
-4,259
|
-12%
|
|
|
11
|
Cornerstone Advisors
Asheville,
North Carolina
|
$205K
|
-$114K
|
-13,144
|
-31%
|
|
|
12
|
Matisse Capital
Portland,
Oregon
|
$149K
|
+$184K
|
+21,119
|
New
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$135K
|
-$44.1K
|
-5,068
|
-21%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97K
|
+$1.25K
|
+144
|
+1%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$85K
|
+$104K
|
+12,000
|
New
|
|
|
16
|
Wolverine Asset Management
Chicago,
Illinois
|
$63K
|
+$78K
|
+8,956
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$48K
|
+$7.62K
|
+875
|
+15%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$40K
|
-$1.39K
|
-160
|
-3%
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
20
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4K
|
-$72.7K
|
-8,347
|
-93%
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
$4K
|
+$4.89K
|
+562
|
New
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$3K
|
+$87
|
+10
|
+2%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
+$2.72K
|
+312
|
New
|
|
|
24
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$228K
|
-24,332
|
Closed
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$132K
|
-14,100
|
Closed
|
|
