|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$20M
|
+$110K
|
+19,402
|
+0.6%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$16.1M
|
-$137K
|
-24,033
|
-0.9%
|
|
|
3
|
Lazard Asset Management
New York
|
$9.09M
|
+$56K
|
+9,859
|
+0.7%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$2.1M
|
-$260K
|
-45,791
|
-12%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$899K
|
-$2.91M
|
-511,900
|
-78%
|
|
|
6
|
|
$764K
|
+$515K
|
+90,580
|
+257%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$730K
|
+$684K
|
+120,344
|
New
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$645K
|
+$36.1K
|
+6,349
|
+6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$470K
|
+$427K
|
+75,024
|
+3,104%
|
|
|
10
|
Millennium Management
New York
|
$407K
|
+$381K
|
+67,047
|
New
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$403K
|
–
|
–
|
–
|
|
|
12
|
Saba Capital Management
New York
|
$286K
|
–
|
–
|
–
|
|
|
13
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$174K
|
-$4.87K
|
-856
|
-3%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$170K
|
+$39.7K
|
+6,983
|
+33%
|
|
|
15
|
Atlas Wealth
Cincinnati,
Ohio
|
$147K
|
-$46.4K
|
-8,157
|
-25%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$130K
|
+$122K
|
+21,400
|
New
|
|
|
17
|
Global Endowment Management
Charlotte,
North Carolina
|
$128K
|
+$1.92K
|
+337
|
+2%
|
|
|
18
|
Relative Value Partners Group
|
$126K
|
-$30.6K
|
-5,379
|
-21%
|
|
|
19
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
20
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$104K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.5K
|
–
|
–
|
–
|
|
|
22
|
|
$41.1K
|
+$38.5K
|
+6,776
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$18.9K
|
-$33.2K
|
-5,837
|
-65%
|
|
|
24
|
Center for Financial Planning
Southfied,
Michigan
|
$12.1K
|
–
|
–
|
–
|
|
|
25
|
M&R Capital Management
Summit,
New Jersey
|
$10.3K
|
+$153
|
+27
|
+2%
|
|
