|
1
|
Karpus Investment Management
Pittsford,
New York
|
$4.86M
|
-$2.01M
|
-149,677
|
-29%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.54M
|
+$785K
|
+58,350
|
+28%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$2.96M
|
-$237K
|
-17,640
|
-7%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$2.72M
|
-$94K
|
-6,988
|
-3%
|
|
|
5
|
|
$1.18M
|
-$143K
|
-10,663
|
-11%
|
|
|
6
|
|
$986K
|
-$19.5K
|
-1,450
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$798K
|
-$56.3K
|
-4,181
|
-7%
|
|
|
8
|
Advisors Asset Management
Monument,
Colorado
|
$764K
|
-$306K
|
-22,777
|
-28%
|
|
|
9
|
Whittier Trust
South Pasadena,
California
|
$734K
|
-$36.5K
|
-2,713
|
-5%
|
|
|
10
|
Certuity
North Palm Beach,
Florida
|
$447K
|
–
|
–
|
–
|
|
|
11
|
First American Trust
Santa Ana,
California
|
$356K
|
+$361K
|
+26,796
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$344K
|
+$19.3K
|
+1,436
|
+6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$284K
|
+$13.5K
|
+1,000
|
+5%
|
|
|
14
|
Lindbrook Capital
Calabasas,
California
|
$200K
|
+$202K
|
+15,000
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140K
|
–
|
–
|
–
|
|
|
16
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$138K
|
-$18.3K
|
-1,359
|
-12%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$125K
|
–
|
–
|
–
|
|
|
18
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$32K
|
–
|
–
|
–
|
|
|
19
|
WhitTier Trust Company
Reno,
Nevada
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Enterprise Trust & Investment
Los Gatos,
California
|
$13K
|
–
|
–
|
–
|
|
