|
1
|
Karpus Investment Management
Pittsford,
New York
|
$6.79M
|
-$8.27K
|
-656
|
-0.1%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$3.17M
|
-$19.8K
|
-1,572
|
-0.7%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.79M
|
+$332K
|
+26,310
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.74M
|
+$525K
|
+41,603
|
+25%
|
|
|
5
|
|
$1.31M
|
-$20.7K
|
-1,644
|
-2%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$1.06M
|
-$1.08K
|
-86
|
-0.1%
|
|
|
7
|
|
$996K
|
-$196K
|
-15,524
|
-17%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$846K
|
-$66.2K
|
-5,249
|
-8%
|
|
|
9
|
Whittier Trust
South Pasadena,
California
|
$763K
|
-$55.7K
|
-4,413
|
-7%
|
|
|
10
|
Certuity
North Palm Beach,
Florida
|
$443K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$322K
|
+$23.5K
|
+1,861
|
+8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$268K
|
+$25.2K
|
+2,000
|
+11%
|
|
|
13
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$155K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
–
|
–
|
–
|
|
|
16
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$32K
|
–
|
–
|
–
|
|
|
17
|
WhitTier Trust Company
Reno,
Nevada
|
$15K
|
-$2.52K
|
-200
|
-15%
|
|
|
18
|
Enterprise Trust & Investment
Los Gatos,
California
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Icon Advisers
Greenwood Village,
Colorado
|
–
|
-$730K
|
-54,866
|
Closed
|
|
|
20
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$300K
|
-22,513
|
Closed
|
|
