|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$16.9M
|
+$439K
|
+81,334
|
+3%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$14.1M
|
+$1.7M
|
+314,715
|
+13%
|
|
|
3
|
Lazard Asset Management
New York
|
$7.6M
|
–
|
–
|
–
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$4.16M
|
-$799K
|
-148,017
|
-16%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$2.13M
|
-$493K
|
-91,233
|
-18%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$531K
|
+$2.47K
|
+457
|
+0.5%
|
|
|
7
|
Saba Capital Management
New York
|
$273K
|
–
|
–
|
–
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$191K
|
–
|
–
|
–
|
|
|
9
|
|
$188K
|
-$76.2K
|
-14,099
|
-28%
|
|
|
10
|
Atlas Wealth
Cincinnati,
Ohio
|
$177K
|
+$182K
|
+33,603
|
New
|
|
|
11
|
Relative Value Partners Group
|
$146K
|
–
|
–
|
–
|
|
|
12
|
Wolverine Asset Management
Chicago,
Illinois
|
$135K
|
-$99K
|
-18,321
|
-42%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$114K
|
-$61.6K
|
-11,413
|
-34%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$109K
|
+$194
|
+36
|
+0.2%
|
|
|
15
|
Global Endowment Management
Charlotte,
North Carolina
|
$106K
|
–
|
–
|
–
|
|
|
16
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$95.8K
|
–
|
–
|
–
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$91K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$70.4K
|
-$14K
|
-2,597
|
-16%
|
|
|
19
|
Shufro Rose & Co
New York
|
$62.4K
|
-$22.7K
|
-4,200
|
-26%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.1K
|
-$3.46K
|
-640
|
-7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$22.8K
|
+$1.2K
|
+223
|
+5%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$14.9K
|
-$150K
|
-27,702
|
-91%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$12.3K
|
-$170K
|
-31,471
|
-93%
|
|
|
24
|
M&R Capital Management
Summit,
New Jersey
|
$8.53K
|
–
|
–
|
–
|
|
|
25
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5.66K
|
+$54
|
+10
|
+0.9%
|
|
