|
1
|
Wells Fargo
San Francisco,
California
|
$62.7M
|
+$20.3M
|
+1,600,509
|
+48%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$36.2M
|
-$5.11M
|
-402,775
|
-12%
|
|
|
3
|
Lazard Asset Management
New York
|
$29.2M
|
-$1.93M
|
-152,160
|
-6%
|
|
|
4
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$24.5M
|
–
|
–
|
–
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$13.1M
|
-$1.38M
|
-108,766
|
-10%
|
|
|
6
|
John G. Ullman & Associates
Corning,
New York
|
$3.12M
|
-$45.6K
|
-3,593
|
-1%
|
|
|
7
|
City of London Investment Management
London,
United Kingdom
|
$2.54M
|
+$2.09M
|
+164,987
|
+489%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2M
|
-$20.6K
|
-1,627
|
-1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.86M
|
-$23.2K
|
-1,829
|
-1%
|
|
|
10
|
SII Investments
Appleton,
Wisconsin
|
$869K
|
-$30K
|
-2,364
|
-3%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$718K
|
-$256K
|
-20,200
|
-26%
|
|
|
12
|
Icon Advisers
Greenwood Village,
Colorado
|
$710K
|
-$2.68M
|
-211,180
|
-79%
|
|
|
13
|
|
$659K
|
+$657K
|
+51,827
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$630K
|
-$71.7K
|
-5,651
|
-10%
|
|
|
15
|
CSS LLC
Chicago,
Illinois
|
$575K
|
–
|
–
|
–
|
|
|
16
|
Cornerstone Advisors
Asheville,
North Carolina
|
$574K
|
+$82.5K
|
+6,507
|
+17%
|
|
|
17
|
Brinker Capital
Berwyn,
Pennsylvania
|
$560K
|
-$87K
|
-6,862
|
-14%
|
|
|
18
|
Peak Asset Management
Louisville,
Colorado
|
$421K
|
+$140
|
+11
|
+0%
|
|
|
19
|
GAM Holding
Zurich,
Switzerland
|
$408K
|
+$317
|
+25
|
+0.1%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$407K
|
+$330
|
+26
|
+0.1%
|
|
|
21
|
Shaker Financial Services
Arlington,
Virginia
|
$335K
|
+$332K
|
+26,211
|
New
|
|
|
22
|
Meridian Investment Counsel
Lafayette,
California
|
$322K
|
–
|
–
|
–
|
|
|
23
|
|
$320K
|
+$21.8K
|
+1,718
|
+7%
|
|
|
24
|
Mariner Investment Group
Harrison,
New York
|
$315K
|
–
|
–
|
–
|
|
|
25
|
Shufro Rose & Co
New York
|
$305K
|
-$303K
|
-23,921
|
Closed
|
|
