|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$31.2M
|
-$994K
|
-106,030
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$22.4M
|
-$184K
|
-19,665
|
-0.8%
|
|
|
3
|
Lazard Asset Management
New York
|
$13.5M
|
-$53.2K
|
-5,677
|
-0.4%
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$8.39M
|
+$244K
|
+26,022
|
+3%
|
|
|
5
|
Matisse Capital
Portland,
Oregon
|
$2.47M
|
-$63K
|
-6,727
|
-2%
|
|
|
6
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.04M
|
–
|
–
|
–
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$537K
|
+$2.34K
|
+250
|
+0.4%
|
|
|
8
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$371K
|
+$9.37K
|
+1,000
|
+2%
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$334K
|
+$347K
|
+36,985
|
New
|
|
|
10
|
|
$319K
|
-$18.7K
|
-1,991
|
-5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$302K
|
–
|
–
|
–
|
|
|
12
|
Relative Value Partners Group
|
$293K
|
+$4.7K
|
+501
|
+2%
|
|
|
13
|
Wolverine Asset Management
Chicago,
Illinois
|
$213K
|
+$222K
|
+23,661
|
New
|
|
|
14
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$205K
|
–
|
–
|
–
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$194K
|
+$1.61K
|
+172
|
+0.8%
|
|
|
16
|
Global Endowment Management
Charlotte,
North Carolina
|
$180K
|
–
|
–
|
–
|
|
|
17
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$164K
|
-$56.9K
|
-6,067
|
-25%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$159K
|
–
|
–
|
–
|
|
|
19
|
Shufro Rose & Co
New York
|
$150K
|
–
|
–
|
–
|
|
|
20
|
Shaker Financial Services
Arlington,
Virginia
|
$133K
|
–
|
–
|
–
|
|
|
21
|
9258 Wealth Management
Blue Ash,
Ohio
|
$122K
|
+$3.47K
|
+370
|
+3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$99K
|
-$34.3K
|
-3,656
|
-25%
|
|
|
23
|
Center for Financial Planning
Southfied,
Michigan
|
$60K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$25K
|
-$6.12K
|
-653
|
-19%
|
|
|
25
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$18K
|
+$797
|
+85
|
+4%
|
|
