|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$7.26M
|
-$200K
|
-11,700
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.72M
|
+$361K
|
+21,073
|
+7%
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$2.31M
|
–
|
–
|
–
|
|
|
4
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$2.3M
|
+$71.5K
|
+4,176
|
+3%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$1.84M
|
+$58.8K
|
+3,432
|
+4%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$588K
|
-$84.8K
|
-4,950
|
-13%
|
|
|
7
|
Doliver Advisors
Houston,
Texas
|
$370K
|
+$161K
|
+9,408
|
+86%
|
|
|
8
|
|
$349K
|
-$11K
|
-640
|
-3%
|
|
|
9
|
MSI Financial Services
Springfield,
Massachusetts
|
$289K
|
-$12K
|
-700
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$269K
|
+$30.5K
|
+1,780
|
+14%
|
|
|
11
|
Lazard Asset Management
New York
|
$237K
|
+$13.7K
|
+800
|
+6%
|
|
|
12
|
|
$119K
|
+$25.7K
|
+1,500
|
+30%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$81K
|
+$19.9K
|
+1,161
|
+35%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$64K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$59K
|
–
|
–
|
–
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$50K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$41K
|
-$6.42K
|
-375
|
-14%
|
|
|
18
|
|
$31K
|
-$2.23K
|
-130
|
-7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
+$291
|
+17
|
+1%
|
|
|
20
|
American International Group
New York
|
$23.6K
|
–
|
–
|
–
|
|
|
21
|
Evercore Wealth Management
New York
|
$18K
|
–
|
–
|
–
|
|
|
22
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
24
|
Howe & Rusling
Rochester,
New York
|
$9K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
–
|
–
|
–
|
|
