|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$27.2M
|
+$517K
|
+66,943
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
-$202K
|
-26,174
|
-1%
|
|
|
3
|
Lazard Asset Management
New York
|
$10.1M
|
-$269K
|
-34,800
|
-3%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$7.84M
|
+$186K
|
+24,040
|
+2%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$4.29M
|
-$445K
|
-57,577
|
-9%
|
|
|
6
|
|
$1.38M
|
+$44.9K
|
+5,813
|
+3%
|
|
|
7
|
Matisse Capital
Portland,
Oregon
|
$1.16M
|
+$87.6K
|
+11,330
|
+8%
|
|
|
8
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$895K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$867K
|
+$861K
|
+111,428
|
New
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$544K
|
-$951
|
-123
|
-0.2%
|
|
|
11
|
Cornerstone Advisors
Asheville,
North Carolina
|
$538K
|
+$534K
|
+69,143
|
New
|
|
|
12
|
Geode Capital Management
Boston,
Massachusetts
|
$520K
|
+$76.2K
|
+9,859
|
+17%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$317K
|
-$12.7K
|
-1,647
|
-4%
|
|
|
14
|
Point View Wealth Management
Summit,
New Jersey
|
$308K
|
–
|
–
|
–
|
|
|
15
|
Relative Value Partners Group
|
$278K
|
–
|
–
|
–
|
|
|
16
|
Wolverine Asset Management
Chicago,
Illinois
|
$264K
|
-$331K
|
-42,775
|
-56%
|
|
|
17
|
Landscape Capital Management
Englewood,
New Jersey
|
$264K
|
-$113K
|
-14,683
|
-30%
|
|
|
18
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$262K
|
+$89.7K
|
+11,609
|
+53%
|
|
|
19
|
Almitas Capital
Santa Monica,
California
|
$216K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$192K
|
+$191K
|
+24,655
|
New
|
|
|
21
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$175K
|
+$773
|
+100
|
+0.4%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$168K
|
-$69.8K
|
-9,037
|
-29%
|
|
|
23
|
Global Endowment Management
Charlotte,
North Carolina
|
$156K
|
–
|
–
|
–
|
|
|
24
|
Shufro Rose & Co
New York
|
$145K
|
-$1.93K
|
-250
|
-1%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$137K
|
–
|
–
|
–
|
|
