|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$7.38M
|
+$782K
|
+14,264
|
+12%
|
|
|
2
|
City of London Investment Management
London,
United Kingdom
|
$1.13M
|
+$541K
|
+9,867
|
+95%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$712K
|
+$493K
|
+8,985
|
+239%
|
|
|
4
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$331K
|
-$186K
|
-3,398
|
-27%
|
|
|
5
|
Doliver Advisors
Houston,
Texas
|
$257K
|
+$3.51K
|
+64
|
+1%
|
|
|
6
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$229K
|
+$190K
|
+3,466
|
+546%
|
|
|
7
|
Bennicas & Associates
Portola Valley,
California
|
$130K
|
–
|
–
|
–
|
|
|
8
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$120K
|
–
|
–
|
–
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$108K
|
-$79.9K
|
-1,457
|
-43%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$68K
|
–
|
–
|
–
|
|
|
11
|
|
$51K
|
-$3.84K
|
-70
|
-7%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51K
|
–
|
–
|
–
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$41K
|
-$2.03K
|
-37
|
-5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$22K
|
+$7.02K
|
+128
|
+49%
|
|
|
15
|
Sandy Spring Bank
Olney,
Maryland
|
$19K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
+$658
|
+12
|
+8%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8K
|
-$14.1K
|
-257
|
-62%
|
|
|
18
|
Reilly Financial Advisors
La Mesa,
California
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2K
|
+$55
|
+1
|
+3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$243K
|
-4,508
|
Closed
|
|
|
21
|
Alpine Global Management
New York
|
–
|
-$150K
|
-2,731
|
Closed
|
|
|
22
|
Gramercy Funds Management
Greenwich,
Connecticut
|
–
|
-$17K
|
-308
|
Closed
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$10K
|
-198
|
Closed
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$4K
|
-64
|
Closed
|
|
|
25
|
Acrospire Investment Management
Chicago,
Illinois
|
–
|
-$2K
|
-39
|
Closed
|
|
