|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.86M
|
+$166K
|
+3,432
|
+6%
|
|
|
2
|
City of London Investment Management
London,
United Kingdom
|
$956K
|
–
|
–
|
–
|
|
|
3
|
Matisse Capital
Portland,
Oregon
|
$641K
|
-$22.8K
|
-471
|
-3%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$628K
|
–
|
–
|
–
|
|
|
5
|
CSS LLC
Chicago,
Illinois
|
$451K
|
+$11.3K
|
+232
|
+3%
|
|
|
6
|
Clough Capital Partners
Boston,
Massachusetts
|
$433K
|
-$46.4K
|
-956
|
-10%
|
|
|
7
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$156K
|
-$6.84K
|
-141
|
-4%
|
|
|
9
|
|
$80K
|
-$38.2K
|
-788
|
-32%
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$70K
|
+$69.8K
|
+1,440
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$62K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$39K
|
-$28.1K
|
-580
|
-42%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$11K
|
–
|
–
|
–
|
|
|
15
|
RBC Europe
London,
United Kingdom
|
$6.27K
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$95K
|
-2,092
|
Closed
|
|
|
18
|
Costello Asset Management
Feasterville,
Pennsylvania
|
–
|
-$1K
|
-31
|
Closed
|
|
