|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$20.1M
|
+$273K
|
+36,567
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$1.8M
|
+240,782
|
+16%
|
|
|
3
|
Lazard Asset Management
New York
|
$13.6M
|
-$1.1M
|
-147,301
|
-8%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$4.07M
|
+$1.19M
|
+159,978
|
+47%
|
|
|
5
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$3.62M
|
–
|
–
|
–
|
|
|
6
|
City of London Investment Management
London,
United Kingdom
|
$2.8M
|
+$137K
|
+18,400
|
+6%
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.19M
|
-$87.9K
|
-11,784
|
-4%
|
|
|
8
|
|
$1.44M
|
+$7.14K
|
+957
|
+0.5%
|
|
|
9
|
Point View Wealth Management
Summit,
New Jersey
|
$406K
|
–
|
–
|
–
|
|
|
10
|
Shufro Rose & Co
New York
|
$360K
|
-$7.46K
|
-1,000
|
-2%
|
|
|
11
|
Cornerstone Advisors
Asheville,
North Carolina
|
$322K
|
+$98.1K
|
+13,145
|
+49%
|
|
|
12
|
Platte River Capital
Denver,
Colorado
|
$244K
|
–
|
–
|
–
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$198K
|
+$806
|
+108
|
+0.4%
|
|
|
14
|
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
$187K
|
-$22.4K
|
-3,000
|
-11%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$101K
|
+$92.5K
|
+12,390
|
+15,488%
|
|
|
16
|
Financial Counselors Inc
Overland Park,
Kansas
|
$89K
|
-$1.49K
|
-200
|
-2%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$81K
|
+$74.6K
|
+10,000
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$59K
|
+$30.9K
|
+4,139
|
+133%
|
|
|
19
|
American International Group
New York
|
$40.5K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$37K
|
+$1.87K
|
+250
|
+6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
-$14.5K
|
-1,937
|
-38%
|
|
|
22
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
24
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$686K
|
-101,354
|
Closed
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$94K
|
-13,946
|
Closed
|
|
