|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$17.9M
|
+$381K
|
+69,687
|
+2%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$14.7M
|
+$12.6K
|
+2,306
|
+0.1%
|
|
|
3
|
Lazard Asset Management
New York
|
$8.14M
|
+$265K
|
+48,491
|
+3%
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$3.61M
|
-$695K
|
-127,101
|
-16%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$2.14M
|
-$60.7K
|
-11,096
|
-3%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$547K
|
-$3.48K
|
-637
|
-0.6%
|
|
|
7
|
Shaker Financial Services
Arlington,
Virginia
|
$364K
|
+$170K
|
+31,022
|
+88%
|
|
|
8
|
Saba Capital Management
New York
|
$257K
|
-$25.1K
|
-4,581
|
-9%
|
|
|
9
|
Wolverine Asset Management
Chicago,
Illinois
|
$247K
|
+$107K
|
+19,576
|
+76%
|
|
|
10
|
|
$193K
|
-$1.72K
|
-314
|
-0.9%
|
|
|
11
|
Atlas Wealth
Cincinnati,
Ohio
|
$180K
|
-$4.05K
|
-740
|
-2%
|
|
|
12
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$161K
|
+$161K
|
+29,445
|
New
|
|
|
13
|
Relative Value Partners Group
|
$143K
|
-$8.68K
|
-1,587
|
-6%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$115K
|
-$3.28K
|
-600
|
-3%
|
|
|
15
|
Global Endowment Management
Charlotte,
North Carolina
|
$114K
|
+$4.11K
|
+751
|
+4%
|
|
|
16
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$99.3K
|
–
|
–
|
–
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$93.8K
|
-$541
|
-99
|
-0.6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$48.9K
|
+$25.2K
|
+4,616
|
+107%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44.6K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$13.2K
|
+$459
|
+84
|
+4%
|
|
|
21
|
Center for Financial Planning
Southfied,
Michigan
|
$10.9K
|
+$10.9K
|
+2,000
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9.99K
|
-$5.47K
|
-1,000
|
-35%
|
|
|
23
|
M&R Capital Management
Summit,
New Jersey
|
$9.16K
|
+$334
|
+61
|
+4%
|
|
|
24
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5.86K
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.73K
|
–
|
–
|
–
|
|
