|
1
|
City of London Investment Management
London,
United Kingdom
|
$54M
|
+$1.1M
|
+70,534
|
+2%
|
|
|
2
|
Lazard Asset Management
New York
|
$17.8M
|
+$307K
|
+19,750
|
+2%
|
|
|
3
|
1607 Capital Partners
Richmond,
Virginia
|
$7.25M
|
-$103K
|
-6,608
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.89M
|
-$525K
|
-33,811
|
-9%
|
|
|
5
|
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
$4.04M
|
-$365K
|
-23,504
|
-10%
|
|
|
6
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$3.22M
|
–
|
–
|
–
|
|
|
7
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$1.81M
|
–
|
–
|
–
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$905K
|
-$17K
|
-1,098
|
-2%
|
|
|
9
|
|
$508K
|
+$422K
|
+27,169
|
+3,231%
|
|
|
10
|
Point View Wealth Management
Summit,
New Jersey
|
$493K
|
+$97K
|
+6,248
|
+30%
|
|
|
11
|
SII Investments
Appleton,
Wisconsin
|
$491K
|
–
|
–
|
–
|
|
|
12
|
Meridian Investment Counsel
Lafayette,
California
|
$427K
|
–
|
–
|
–
|
|
|
13
|
CSS LLC
Chicago,
Illinois
|
$222K
|
-$1.55K
|
-100
|
-0.8%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$111K
|
+$94.8K
|
+6,104
|
New
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$103K
|
–
|
–
|
–
|
|
|
16
|
|
$79K
|
+$6.15K
|
+396
|
+10%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$22K
|
-$14.3K
|
-919
|
-44%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$21K
|
+$2.98K
|
+192
|
+20%
|
|
|
21
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18K
|
-$31K
|
-2,000
|
-67%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
24
|
North Star Investment Management
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Edmond de Rothschild (Europe)
Luxembourg
|
–
|
-$5K
|
-340
|
Closed
|
|
