|
1
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$3.99M
|
+$1.51M
|
+129,432
|
+58%
|
|
|
2
|
Advisors Asset Management
Monument,
Colorado
|
$3.5M
|
-$62.4K
|
-5,337
|
-2%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.09M
|
+$161K
|
+13,753
|
+8%
|
|
|
4
|
Matisse Capital
Portland,
Oregon
|
$1.8M
|
+$573K
|
+48,993
|
+45%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$1.29M
|
+$443K
|
+37,916
|
+50%
|
|
|
6
|
|
$1.13M
|
+$69.9K
|
+5,975
|
+6%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$1.12M
|
+$493K
|
+42,200
|
+75%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$599K
|
-$42.5K
|
-3,636
|
-6%
|
|
|
9
|
Curi RMB Capital
Chicago,
Illinois
|
$536K
|
+$367K
|
+31,407
|
+199%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$505K
|
-$7.01K
|
-600
|
-1%
|
|
|
11
|
|
$449K
|
-$5.53K
|
-473
|
-1%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$409K
|
+$421K
|
+36,006
|
New
|
|
|
13
|
Doliver Advisors
Houston,
Texas
|
$365K
|
-$49.5K
|
-4,232
|
-12%
|
|
|
14
|
Landscape Capital Management
Englewood,
New Jersey
|
$262K
|
+$269K
|
+23,024
|
New
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$254K
|
–
|
–
|
–
|
|
|
16
|
Vivaldi Capital Management
Chicago,
Illinois
|
$240K
|
+$17.9K
|
+1,534
|
+8%
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$226K
|
-$175K
|
-15,000
|
-43%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$194K
|
-$489K
|
-41,833
|
-71%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$193K
|
+$199K
|
+17,000
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$175K
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$154K
|
+$159K
|
+13,568
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$153K
|
-$732K
|
-62,580
|
-82%
|
|
|
23
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$127K
|
+$130K
|
+11,149
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$125K
|
–
|
–
|
–
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$66K
|
–
|
–
|
–
|
|
