|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$20.2M
|
-$173K
|
-28,629
|
-0.9%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$14.6M
|
-$1.18M
|
-195,485
|
-8%
|
|
|
3
|
Lazard Asset Management
New York
|
$7.75M
|
-$890K
|
-147,712
|
-11%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$1.73M
|
-$8.21K
|
-1,361
|
-0.5%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$734K
|
-$184K
|
-30,503
|
-21%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$723K
|
+$18K
|
+2,993
|
+3%
|
|
|
7
|
Wolverine Asset Management
Chicago,
Illinois
|
$611K
|
+$384K
|
+63,648
|
+185%
|
|
|
8
|
Saba Capital Management
New York
|
$584K
|
–
|
–
|
–
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$539K
|
+$199K
|
+32,966
|
+62%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$527K
|
+$45.4K
|
+7,539
|
+10%
|
|
|
11
|
Successful Portfolios
Clearwater,
Florida
|
$514K
|
+$16.3K
|
+2,709
|
+3%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$379K
|
–
|
–
|
–
|
|
|
13
|
Matisse Capital
Portland,
Oregon
|
$360K
|
–
|
–
|
–
|
|
|
14
|
Millennium Management
New York
|
$298K
|
-$119K
|
-19,690
|
-29%
|
|
|
15
|
|
$291K
|
-$152K
|
-25,157
|
-35%
|
|
|
16
|
Landscape Capital Management
Englewood,
New Jersey
|
$204K
|
+$42.2K
|
+6,999
|
+27%
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$152K
|
-$2.41K
|
-400
|
-2%
|
|
|
18
|
Global Endowment Management
Charlotte,
North Carolina
|
$139K
|
+$4.66K
|
+773
|
+4%
|
|
|
19
|
Relative Value Partners Group
|
$126K
|
+$1.28K
|
+212
|
+1%
|
|
|
20
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
21
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$107K
|
+$1.21K
|
+200
|
+1%
|
|
|
22
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$99K
|
-$38.8K
|
-6,438
|
-29%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.4K
|
–
|
–
|
–
|
|
|
24
|
Center for Financial Planning
Southfied,
Michigan
|
$12.7K
|
+$211
|
+35
|
+2%
|
|
|
25
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8.62K
|
+$247
|
+41
|
+3%
|
|
