|
1
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$7.66M
|
+$434K
|
+10,518
|
+6%
|
|
|
2
|
Shaker Financial Services
Arlington,
Virginia
|
$6.84M
|
-$179K
|
-4,335
|
-2%
|
|
|
3
|
Pecaut & Co
Sioux City,
Iowa
|
$4.82M
|
+$671K
|
+16,267
|
+16%
|
|
|
4
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.31M
|
-$163K
|
-3,949
|
-5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.83M
|
+$775K
|
+18,775
|
+36%
|
|
|
6
|
|
$2.5M
|
-$224K
|
-5,431
|
-8%
|
|
|
7
|
Intersect Capital
San Ramon,
California
|
$2.4M
|
+$99.1M
|
+2,400,000
|
New
|
|
|
8
|
Mraz Amerine & Associates
Modesto,
California
|
$2.29M
|
-$40.6K
|
-983
|
-2%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.18M
|
+$228K
|
+5,531
|
+11%
|
|
|
10
|
First Trust Advisors
Wheaton,
Illinois
|
$2.18M
|
+$26.9K
|
+651
|
+1%
|
|
|
11
|
Cornerstone Advisors
Asheville,
North Carolina
|
$2.1M
|
-$142K
|
-3,437
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
-$13.3K
|
-322
|
-0.7%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.66M
|
+$136K
|
+3,293
|
+9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
+$410K
|
+9,937
|
+42%
|
|
|
15
|
Matisse Capital
Portland,
Oregon
|
$1.02M
|
-$496K
|
-12,027
|
-32%
|
|
|
16
|
AMI Investment Management
Kendallville,
Indiana
|
$861K
|
+$440K
|
+10,650
|
+98%
|
|
|
17
|
|
$824K
|
+$215K
|
+5,200
|
+34%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$616K
|
+$117K
|
+2,830
|
+22%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$559K
|
+$125K
|
+3,033
|
+28%
|
|
|
20
|
Geode Capital Management
Boston,
Massachusetts
|
$526K
|
-$686K
|
-16,626
|
-56%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$398K
|
+$83
|
+2
|
+0%
|
|
|
22
|
Breiter Capital Management
Bradenton,
Florida
|
$384K
|
–
|
–
|
–
|
|
|
23
|
Cohen Capital Management
Corte Madera,
California
|
$382K
|
–
|
–
|
–
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$339K
|
-$15.1K
|
-366
|
-4%
|
|
|
25
|
|
$269K
|
-$13.6K
|
-330
|
-5%
|
|
