|
1
|
Wells Fargo
San Francisco,
California
|
$8.88M
|
-$194K
|
-9,608
|
-2%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$8.23M
|
–
|
–
|
–
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$5.69M
|
+$358K
|
+17,713
|
+6%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$599K
|
-$144K
|
-7,100
|
-19%
|
|
|
5
|
Weiss Asset Management
Boston,
Massachusetts
|
$404K
|
+$427K
|
+21,124
|
New
|
|
|
6
|
|
$291K
|
+$18.2K
|
+898
|
+6%
|
|
|
7
|
Icon Advisers
Greenwood Village,
Colorado
|
$259K
|
+$274K
|
+13,534
|
New
|
|
|
8
|
Lazard Asset Management
New York
|
$163K
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$104K
|
-$60.6K
|
-3,000
|
-35%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83K
|
–
|
–
|
–
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$67K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$63K
|
-$546
|
-27
|
-0.8%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$48K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
15
|
First Personal Financial Services
Charlotte,
North Carolina
|
$43K
|
-$1.56K
|
-77
|
-3%
|
|
|
16
|
Wolverine Asset Management
Chicago,
Illinois
|
$41K
|
+$43.8K
|
+2,166
|
New
|
|
|
17
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$30K
|
+$465
|
+23
|
+1%
|
|
|
18
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$29K
|
-$41.4K
|
-2,050
|
-58%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
20
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$23K
|
–
|
–
|
–
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$21K
|
+$10.1K
|
+500
|
+83%
|
|
|
22
|
RBC Europe
London,
United Kingdom
|
$17.2K
|
–
|
–
|
–
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$13K
|
+$14.2K
|
+700
|
New
|
|
|
24
|
Howe & Rusling
Rochester,
New York
|
$10K
|
–
|
–
|
–
|
|
|
25
|
Watermark Asset Management
San Ramon,
California
|
$10K
|
–
|
–
|
–
|
|
