|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$33.7M
|
+$55.9K
|
+6,276
|
+0.2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$23.6M
|
+$805K
|
+90,325
|
+4%
|
|
|
3
|
Lazard Asset Management
New York
|
$14.2M
|
–
|
–
|
–
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$9.72M
|
-$190K
|
-21,288
|
-2%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$8.55M
|
+$1.04M
|
+116,648
|
+15%
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$2.65M
|
–
|
–
|
–
|
|
|
7
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.09M
|
-$305K
|
-34,252
|
-23%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$560K
|
-$62.5K
|
-7,013
|
-11%
|
|
|
9
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$380K
|
-$13.2K
|
-1,485
|
-4%
|
|
|
10
|
Point View Wealth Management
Summit,
New Jersey
|
$365K
|
-$3.16K
|
-355
|
-0.9%
|
|
|
11
|
|
$353K
|
-$30.6K
|
-3,434
|
-8%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$316K
|
+$27.3K
|
+3,063
|
+10%
|
|
|
13
|
Relative Value Partners Group
|
$312K
|
+$75.8K
|
+8,500
|
+36%
|
|
|
14
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$229K
|
-$84.7K
|
-9,500
|
-28%
|
|
|
15
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$201K
|
-$2.56K
|
-287
|
-1%
|
|
|
17
|
Global Endowment Management
Charlotte,
North Carolina
|
$189K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$166K
|
–
|
–
|
–
|
|
|
19
|
Shufro Rose & Co
New York
|
$157K
|
-$6.68K
|
-750
|
-4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$139K
|
-$2.75K
|
-309
|
-2%
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$139K
|
–
|
–
|
–
|
|
|
22
|
9258 Wealth Management
Blue Ash,
Ohio
|
$124K
|
–
|
–
|
–
|
|
|
23
|
Center for Financial Planning
Southfied,
Michigan
|
$63K
|
+$59.2K
|
+6,645
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$33K
|
-$9.18K
|
-1,030
|
-23%
|
|
|
25
|
Gables Capital Management
Miami,
Florida
|
$30K
|
–
|
–
|
–
|
|
