|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$29.5M
|
-$46.8K
|
-5,969
|
-0.2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$259K
|
+32,993
|
+1%
|
|
|
3
|
Lazard Asset Management
New York
|
$12.4M
|
-$134K
|
-17,039
|
-1%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$8.69M
|
-$58.5K
|
-7,462
|
-0.7%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$6.53M
|
+$1.59M
|
+202,366
|
+35%
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$2.32M
|
-$41.5K
|
-5,300
|
-2%
|
|
|
7
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.24M
|
–
|
–
|
–
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$549K
|
+$5.32K
|
+679
|
+1%
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$345K
|
–
|
–
|
–
|
|
|
10
|
|
$338K
|
+$940
|
+120
|
+0.3%
|
|
|
11
|
Point View Wealth Management
Summit,
New Jersey
|
$322K
|
–
|
–
|
–
|
|
|
12
|
Cornerstone Advisors
Asheville,
North Carolina
|
$311K
|
-$32.6K
|
-4,162
|
-10%
|
|
|
13
|
Boothbay Fund Management
New York
|
$283K
|
–
|
–
|
–
|
|
|
14
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$252K
|
+$140K
|
+17,910
|
+143%
|
|
|
16
|
Relative Value Partners Group
|
$195K
|
+$8.62K
|
+1,100
|
+5%
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$188K
|
–
|
–
|
–
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$179K
|
-$219
|
-28
|
-0.1%
|
|
|
19
|
Global Endowment Management
Charlotte,
North Carolina
|
$166K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$146K
|
–
|
–
|
–
|
|
|
21
|
Shufro Rose & Co
New York
|
$144K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$124K
|
-$3.73K
|
-476
|
-3%
|
|
|
23
|
Shaker Financial Services
Arlington,
Virginia
|
$122K
|
+$115K
|
+14,700
|
New
|
|
|
24
|
9258 Wealth Management
Blue Ash,
Ohio
|
$108K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$37K
|
+$5.12K
|
+653
|
+17%
|
|
