|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$22M
|
+$145K
|
+19,600
|
+0.6%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$16.2M
|
-$236K
|
-31,784
|
-1%
|
|
|
3
|
Lazard Asset Management
New York
|
$10.1M
|
-$75.2K
|
-10,137
|
-0.7%
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$8.34M
|
+$20.1K
|
+2,715
|
+0.2%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$3.71M
|
-$734K
|
-98,908
|
-16%
|
|
|
6
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$800K
|
–
|
–
|
–
|
|
|
7
|
Saba Capital Management
New York
|
$780K
|
-$57.1K
|
-7,696
|
-6%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$570K
|
+$71.3K
|
+9,614
|
+13%
|
|
|
9
|
Cornerstone Advisors
Asheville,
North Carolina
|
$381K
|
-$740K
|
-99,687
|
-65%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$345K
|
+$3.34K
|
+450
|
+0.9%
|
|
|
11
|
|
$321K
|
-$497
|
-67
|
-0.1%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$279K
|
+$188K
|
+25,378
|
+173%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$267K
|
+$20.2K
|
+2,725
|
+8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$266K
|
-$5.63K
|
-758
|
-2%
|
|
|
15
|
Relative Value Partners Group
|
$188K
|
+$11.4K
|
+1,531
|
+6%
|
|
|
16
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$169K
|
+$180K
|
+24,320
|
New
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$145K
|
-$4.75K
|
-640
|
-3%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$144K
|
-$3.64K
|
-491
|
-2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$141K
|
-$34.3K
|
-4,625
|
-19%
|
|
|
20
|
Global Endowment Management
Charlotte,
North Carolina
|
$139K
|
–
|
–
|
–
|
|
|
21
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$126K
|
–
|
–
|
–
|
|
|
22
|
Shufro Rose & Co
New York
|
$112K
|
-$4.45K
|
-600
|
-4%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$40K
|
+$11.7K
|
+1,582
|
+38%
|
|
|
25
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$16K
|
+$1.79K
|
+241
|
+12%
|
|
