|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$28.9M
|
-$1.57M
|
-175,225
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
-$306K
|
-34,165
|
-1%
|
|
|
3
|
Lazard Asset Management
New York
|
$13M
|
-$178K
|
-19,900
|
-1%
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$9.08M
|
+$916K
|
+102,241
|
+11%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$5.68M
|
+$5.78M
|
+644,725
|
New
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$2.41M
|
-$7.17K
|
-800
|
-0.3%
|
|
|
7
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1.39M
|
+$1.08M
|
+120,993
|
+327%
|
|
|
8
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.02M
|
+$831K
|
+92,655
|
+392%
|
|
|
9
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.01M
|
–
|
–
|
–
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$531K
|
+$7.02K
|
+783
|
+1%
|
|
|
11
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$314K
|
+$320K
|
+35,681
|
New
|
|
|
12
|
|
$306K
|
-$6.3K
|
-703
|
-2%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$302K
|
-$62.1K
|
-6,933
|
-17%
|
|
|
14
|
Relative Value Partners Group
|
$276K
|
-$10.3K
|
-1,154
|
-4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$219K
|
-$77.4K
|
-8,640
|
-26%
|
|
|
16
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$189K
|
-$12.1K
|
-1,350
|
-6%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$184K
|
-$5.58K
|
-622
|
-3%
|
|
|
18
|
Global Endowment Management
Charlotte,
North Carolina
|
$176K
|
–
|
–
|
–
|
|
|
19
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$160K
|
–
|
–
|
–
|
|
|
20
|
Shufro Rose & Co
New York
|
$146K
|
–
|
–
|
–
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$130K
|
–
|
–
|
–
|
|
|
22
|
9258 Wealth Management
Blue Ash,
Ohio
|
$119K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$100K
|
+$2.7K
|
+301
|
+3%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77K
|
-$78.8K
|
-8,790
|
-50%
|
|
|
25
|
Center for Financial Planning
Southfied,
Michigan
|
$59K
|
–
|
–
|
–
|
|
