|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$25M
|
+$3.32M
|
+467,841
|
+16%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
-$1.81M
|
-255,669
|
-9%
|
|
|
3
|
Lazard Asset Management
New York
|
$9.66M
|
–
|
–
|
–
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$7.16M
|
+$793K
|
+111,781
|
+13%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$4.47M
|
+$29.8K
|
+4,200
|
+0.7%
|
|
|
6
|
|
$1.25M
|
-$338K
|
-47,692
|
-22%
|
|
|
7
|
Matisse Capital
Portland,
Oregon
|
$1M
|
+$863K
|
+121,600
|
+764%
|
|
|
8
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$837K
|
-$7.1K
|
-1,000
|
-0.9%
|
|
|
9
|
Wolverine Asset Management
Chicago,
Illinois
|
$559K
|
+$143K
|
+20,174
|
+36%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$510K
|
+$49.4K
|
+6,967
|
+11%
|
|
|
11
|
Geode Capital Management
Boston,
Massachusetts
|
$415K
|
+$37.6K
|
+5,301
|
+10%
|
|
|
12
|
Landscape Capital Management
Englewood,
New Jersey
|
$354K
|
-$472K
|
-66,464
|
-58%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$309K
|
-$76.8K
|
-10,819
|
-20%
|
|
|
14
|
Point View Wealth Management
Summit,
New Jersey
|
$288K
|
-$27.2K
|
-3,838
|
-9%
|
|
|
15
|
Relative Value Partners Group
|
$251K
|
-$24.9K
|
-3,503
|
-9%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$225K
|
-$38.5K
|
-5,425
|
-15%
|
|
|
17
|
Almitas Capital
Santa Monica,
California
|
$202K
|
–
|
–
|
–
|
|
|
18
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$163K
|
+$9.23K
|
+1,300
|
+6%
|
|
|
19
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$161K
|
–
|
–
|
–
|
|
|
20
|
Global Endowment Management
Charlotte,
North Carolina
|
$146K
|
–
|
–
|
–
|
|
|
21
|
Shufro Rose & Co
New York
|
$137K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$128K
|
–
|
–
|
–
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$103K
|
+$100K
|
+14,100
|
New
|
|
|
24
|
9258 Wealth Management
Blue Ash,
Ohio
|
$101K
|
-$12.6K
|
-1,778
|
-11%
|
|
|
25
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$99K
|
-$1.6M
|
-226,150
|
-94%
|
|
