|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$20M
|
-$547K
|
-66,624
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$863K
|
+105,191
|
+6%
|
|
|
3
|
Lazard Asset Management
New York
|
$14.1M
|
+$223K
|
+27,200
|
+2%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$4M
|
-$152K
|
-18,523
|
-4%
|
|
|
5
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$3.65M
|
-$35.3K
|
-4,298
|
-1%
|
|
|
6
|
City of London Investment Management
London,
United Kingdom
|
$2.85M
|
–
|
–
|
–
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.44M
|
+$208K
|
+25,300
|
+9%
|
|
|
8
|
|
$1.55M
|
+$89.1K
|
+10,860
|
+6%
|
|
|
9
|
Point View Wealth Management
Summit,
New Jersey
|
$414K
|
–
|
–
|
–
|
|
|
10
|
Shufro Rose & Co
New York
|
$346K
|
-$20.5K
|
-2,500
|
-6%
|
|
|
11
|
Platte River Capital
Denver,
Colorado
|
$249K
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$202K
|
+$222
|
+27
|
+0.1%
|
|
|
13
|
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
$191K
|
–
|
–
|
–
|
|
|
14
|
Financial Counselors Inc
Overland Park,
Kansas
|
$87K
|
-$4.1K
|
-500
|
-5%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$81K
|
+$43.8K
|
+5,336
|
+119%
|
|
|
17
|
American International Group
New York
|
$41.3K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$31K
|
-$29.2K
|
-3,553
|
-49%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$17K
|
-$9.99K
|
-1,218
|
-38%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$322K
|
-39,782
|
Closed
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$101K
|
-12,470
|
Closed
|
|
