|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$17.2M
|
+$753K
|
+98,385
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$484K
|
+63,257
|
+3%
|
|
|
3
|
Lazard Asset Management
New York
|
$10.5M
|
-$1.36M
|
-177,327
|
-10%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$3.74M
|
+$470K
|
+61,398
|
+13%
|
|
|
5
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$3.03M
|
–
|
–
|
–
|
|
|
6
|
City of London Investment Management
London,
United Kingdom
|
$2.44M
|
+$85.4K
|
+11,153
|
+3%
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.02M
|
-$6.81K
|
-890
|
-0.3%
|
|
|
8
|
|
$1.27M
|
-$23.3K
|
-3,039
|
-2%
|
|
|
9
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$460K
|
+$513K
|
+67,051
|
New
|
|
|
10
|
Point View Wealth Management
Summit,
New Jersey
|
$324K
|
-$22.1K
|
-2,885
|
-6%
|
|
|
11
|
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
$312K
|
+$348K
|
+45,480
|
New
|
|
|
12
|
Shufro Rose & Co
New York
|
$287K
|
–
|
–
|
–
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$166K
|
-$1.85K
|
-242
|
-1%
|
|
|
14
|
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
$158K
|
–
|
–
|
–
|
|
|
15
|
Landscape Capital Management
Englewood,
New Jersey
|
$148K
|
+$165K
|
+21,542
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$121K
|
+$58K
|
+7,585
|
+76%
|
|
|
17
|
Financial Counselors Inc
Overland Park,
Kansas
|
$72K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$69K
|
+$1.35K
|
+177
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$56K
|
+$34.3K
|
+4,478
|
+121%
|
|
|
20
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$49K
|
+$54.7K
|
+7,153
|
New
|
|
|
21
|
American International Group
New York
|
$34K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
–
|
–
|
–
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
25
|
Platte River Capital
Denver,
Colorado
|
–
|
-$249K
|
-30,091
|
Closed
|
|
