|
1
|
Relative Value Partners Group
|
$35.1M
|
-$1.93M
|
-77,308
|
-5%
|
|
|
2
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15.3M
|
-$280K
|
-11,227
|
-2%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.9M
|
+$37.7K
|
+1,514
|
+0.3%
|
|
|
4
|
Lazard Asset Management
New York
|
$12.8M
|
–
|
–
|
–
|
|
|
5
|
Cornerstone Advisors
Asheville,
North Carolina
|
$10.8M
|
+$1.86M
|
+74,724
|
+21%
|
|
|
6
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$9.23M
|
-$1.58M
|
-63,539
|
-15%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$8.53M
|
-$3.53M
|
-141,561
|
-30%
|
|
|
8
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$6.74M
|
-$1.24M
|
-49,734
|
-16%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.15M
|
+$1.01M
|
+40,552
|
+20%
|
|
|
10
|
|
$5.66M
|
-$159K
|
-6,397
|
-3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.6M
|
+$1.46M
|
+58,599
|
+36%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.46M
|
-$90K
|
-3,612
|
-2%
|
|
|
13
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4.3M
|
+$1.53M
|
+61,474
|
+58%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.97M
|
–
|
–
|
–
|
|
|
15
|
Geode Capital Management
Boston,
Massachusetts
|
$2.74M
|
-$1.04M
|
-41,891
|
-28%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.22M
|
+$165K
|
+6,622
|
+8%
|
|
|
17
|
Signature Financial Management
Norfolk,
Virginia
|
$2.2M
|
–
|
–
|
–
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$1.98M
|
+$185K
|
+7,409
|
+11%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.84M
|
+$15.4K
|
+618
|
+0.9%
|
|
|
20
|
Matisse Capital
Portland,
Oregon
|
$1.81M
|
-$1.81M
|
-72,687
|
-51%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.67M
|
+$516K
|
+20,709
|
+46%
|
|
|
22
|
Ancora Advisors
Cleveland,
Ohio
|
$1.67M
|
–
|
–
|
–
|
|
|
23
|
Karpus Investment Management
Pittsford,
New York
|
$1.61M
|
-$17M
|
-683,018
|
-92%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.54M
|
-$72.8K
|
-2,920
|
-5%
|
|
|
25
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.51M
|
+$1.47M
|
+59,018
|
New
|
|
