|
1
|
Wells Fargo
San Francisco,
California
|
$22M
|
+$4.26M
|
+388,975
|
+23%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$21.7M
|
+$2.63M
|
+240,150
|
+13%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$8.27M
|
+$793K
|
+72,488
|
+10%
|
|
|
4
|
|
$6.38M
|
-$241K
|
-21,996
|
-4%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$6M
|
-$3.37M
|
-308,128
|
-35%
|
|
|
6
|
|
$4.87M
|
-$83.2K
|
-7,608
|
-2%
|
|
|
7
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$4.71M
|
+$4.89M
|
+446,687
|
New
|
|
|
8
|
Mariner Investment Group
Harrison,
New York
|
$3.65M
|
–
|
–
|
–
|
|
|
9
|
Icon Advisers
Greenwood Village,
Colorado
|
$3.54M
|
+$218K
|
+19,929
|
+6%
|
|
|
10
|
HL Financial Services
Louisville,
Kentucky
|
$2.01M
|
+$23.9K
|
+2,183
|
+1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.85M
|
+$125K
|
+11,385
|
+7%
|
|
|
12
|
Grace & White Inc
Ny,
New York
|
$1.39M
|
+$312K
|
+28,510
|
+28%
|
|
|
13
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.21M
|
+$128K
|
+11,683
|
+11%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.14M
|
-$2.19K
|
-200
|
-0.2%
|
|
|
15
|
Doliver Advisors
Houston,
Texas
|
$598K
|
+$31.4K
|
+2,868
|
+5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$555K
|
-$266K
|
-24,324
|
-32%
|
|
|
17
|
Hilltop Holdings
Dallas,
Texas
|
$495K
|
+$123K
|
+11,210
|
+31%
|
|
|
18
|
Horizon Kinetics
New York
|
$470K
|
-$15.9K
|
-1,457
|
-3%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$464K
|
+$48.4K
|
+4,419
|
+11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$393K
|
-$21.4K
|
-1,955
|
-5%
|
|
|
21
|
Geode Capital Management
Boston,
Massachusetts
|
$378K
|
–
|
–
|
–
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
$338K
|
+$351K
|
+32,055
|
New
|
|
|
23
|
Context Capital Management
Lajolla,
California
|
$315K
|
+$327K
|
+29,900
|
New
|
|
|
24
|
Payden & Rygel
Los Angeles,
California
|
$307K
|
–
|
–
|
–
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$285K
|
-$11.5K
|
-1,050
|
-4%
|
|
