|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$18.8M
|
-$55.1K
|
-10,276
|
-0.3%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$14.6M
|
-$346K
|
-64,449
|
-2%
|
|
|
3
|
Lazard Asset Management
New York
|
$7.99M
|
-$538K
|
-100,204
|
-7%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$1.6M
|
-$17.8K
|
-3,318
|
-1%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$851K
|
–
|
–
|
–
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$649K
|
+$19.8K
|
+3,686
|
+3%
|
|
|
7
|
Saba Capital Management
New York
|
$538K
|
+$252K
|
+46,883
|
+100%
|
|
|
8
|
Successful Portfolios
Clearwater,
Florida
|
$458K
|
+$428K
|
+79,764
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$442K
|
+$24K
|
+4,481
|
+6%
|
|
|
10
|
|
$413K
|
+$167K
|
+31,030
|
+76%
|
|
|
11
|
Millennium Management
New York
|
$387K
|
–
|
–
|
–
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$355K
|
-$30.4K
|
-5,660
|
-9%
|
|
|
13
|
Matisse Capital
Portland,
Oregon
|
$332K
|
+$310K
|
+57,853
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$307K
|
-$302K
|
-56,328
|
-51%
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$197K
|
+$130K
|
+24,244
|
+239%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$167K
|
+$39.4K
|
+7,341
|
+34%
|
|
|
17
|
Landscape Capital Management
Englewood,
New Jersey
|
$147K
|
+$138K
|
+25,687
|
New
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$142K
|
-$17.7K
|
-3,305
|
-12%
|
|
|
19
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$128K
|
-$8.45K
|
-1,574
|
-7%
|
|
|
20
|
Global Endowment Management
Charlotte,
North Carolina
|
$123K
|
–
|
–
|
–
|
|
|
21
|
Relative Value Partners Group
|
$120K
|
–
|
–
|
–
|
|
|
22
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$104K
|
–
|
–
|
–
|
|
|
23
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$97.5K
|
+$1.07K
|
+200
|
+1%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.4K
|
–
|
–
|
–
|
|
|
25
|
Center for Financial Planning
Southfied,
Michigan
|
$11.5K
|
–
|
–
|
–
|
|
