|
1
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$7.39M
|
+$113K
|
+2,802
|
+2%
|
|
|
2
|
Shaker Financial Services
Arlington,
Virginia
|
$7.17M
|
+$1.08M
|
+26,714
|
+18%
|
|
|
3
|
Pecaut & Co
Sioux City,
Iowa
|
$4.26M
|
+$217K
|
+5,358
|
+5%
|
|
|
4
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.55M
|
+$18.2K
|
+450
|
+0.5%
|
|
|
5
|
|
$2.77M
|
+$478K
|
+11,811
|
+21%
|
|
|
6
|
Mraz Amerine & Associates
Modesto,
California
|
$2.38M
|
+$4.49K
|
+111
|
+0.2%
|
|
|
7
|
Cornerstone Advisors
Asheville,
North Carolina
|
$2.29M
|
-$297K
|
-7,346
|
-12%
|
|
|
8
|
First Trust Advisors
Wheaton,
Illinois
|
$2.2M
|
+$107K
|
+2,636
|
+5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.15M
|
+$546K
|
+13,497
|
+34%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2M
|
+$203K
|
+5,027
|
+11%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.81M
|
+$81.7K
|
+2,018
|
+5%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.55M
|
+$677K
|
+16,713
|
+78%
|
|
|
13
|
Matisse Capital
Portland,
Oregon
|
$1.53M
|
-$277K
|
-6,846
|
-15%
|
|
|
14
|
Geode Capital Management
Boston,
Massachusetts
|
$1.22M
|
-$34.2K
|
-845
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$963K
|
+$83.5K
|
+2,063
|
+10%
|
|
|
16
|
|
$630K
|
+$626K
|
+15,458
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$514K
|
+$255K
|
+6,308
|
+100%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$448K
|
+$78K
|
+1,926
|
+21%
|
|
|
19
|
AMI Investment Management
Kendallville,
Indiana
|
$445K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$407K
|
-$73.5K
|
-1,817
|
-15%
|
|
|
21
|
Breiter Capital Management
Bradenton,
Florida
|
$392K
|
+$390K
|
+9,628
|
New
|
|
|
22
|
Cohen Capital Management
Corte Madera,
California
|
$390K
|
–
|
–
|
–
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$361K
|
-$5.67K
|
-140
|
-2%
|
|
|
24
|
|
$289K
|
+$123K
|
+3,035
|
+75%
|
|
|
25
|
Lafayette Investments
Ashton,
Maryland
|
$270K
|
+$4.45K
|
+110
|
+2%
|
|
