|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.65M
|
+$709
|
+53
|
+0%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$2.76M
|
-$283K
|
-21,152
|
-10%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.6M
|
-$198K
|
-14,783
|
-7%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$2.03M
|
-$2.9M
|
-217,020
|
-59%
|
|
|
5
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.28M
|
+$1.25M
|
+93,669
|
New
|
|
|
6
|
|
$1.06M
|
+$43.7K
|
+3,266
|
+4%
|
|
|
7
|
|
$918K
|
-$290K
|
-21,704
|
-24%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$845K
|
+$23.3K
|
+1,740
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$612K
|
+$251K
|
+18,799
|
+73%
|
|
|
10
|
Certuity
North Palm Beach,
Florida
|
$460K
|
–
|
–
|
–
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$449K
|
-$331K
|
-24,720
|
-43%
|
|
|
12
|
First American Trust
Santa Ana,
California
|
$367K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$283K
|
-$8.92K
|
-667
|
-3%
|
|
|
14
|
Mariner Investment Group
Harrison,
New York
|
$282K
|
+$276K
|
+20,600
|
New
|
|
|
15
|
Lindbrook Capital
Calabasas,
California
|
$205K
|
–
|
–
|
–
|
|
|
16
|
Ford Financial Group
Fresno,
California
|
$150K
|
+$147K
|
+11,000
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$145K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$128K
|
–
|
–
|
–
|
|
|
19
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$33K
|
–
|
–
|
–
|
|
|
20
|
Newfleet Asset Management
Hartford,
Connecticut
|
$33K
|
+$32.2K
|
+2,410
|
New
|
|
|
21
|
WhitTier Trust Company
Reno,
Nevada
|
$15K
|
–
|
–
|
–
|
|
|
22
|
Enterprise Trust & Investment
Los Gatos,
California
|
$14K
|
–
|
–
|
–
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
–
|
-$734K
|
-55,225
|
Closed
|
|
|
24
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$138K
|
-10,373
|
Closed
|
|
