|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$21.5M
|
+$628K
|
+64,401
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.88M
|
-$21.3K
|
-2,181
|
-0.3%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.18M
|
-$9.95K
|
-1,021
|
-0.3%
|
|
|
4
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$2.34M
|
+$22.3K
|
+2,288
|
+1%
|
|
|
5
|
Lazard Asset Management
New York
|
$1.72M
|
+$123K
|
+12,611
|
+8%
|
|
|
6
|
Shaker Financial Services
Arlington,
Virginia
|
$1.61M
|
+$474K
|
+48,628
|
+46%
|
|
|
7
|
|
$1.52M
|
-$84.4K
|
-8,664
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$456K
|
-$1.9K
|
-195
|
-0.4%
|
|
|
9
|
Gabelli Funds
Rye,
New York
|
$340K
|
–
|
–
|
–
|
|
|
10
|
Relative Value Partners Group
|
$280K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$268K
|
-$55.4K
|
-5,680
|
-18%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$144K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$41K
|
-$205
|
-21
|
-0.5%
|
|
|
14
|
North Star Investment Management
Chicago,
Illinois
|
$30K
|
–
|
–
|
–
|
|
|
15
|
First Horizon Advisors
Memphis,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$5K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3K
|
-$11K
|
-1,131
|
-82%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$1.35M
|
-143,059
|
Closed
|
|
