|
1
|
UBS Group
Zurich,
Switzerland
|
$27.5M
|
+$2.71M
|
+203,673
|
+11%
|
|
|
2
|
|
$21.4M
|
+$111K
|
+8,342
|
+0.5%
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$18.8M
|
-$3.66M
|
-275,084
|
-17%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$14.2M
|
+$339K
|
+25,435
|
+3%
|
|
|
5
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$9.54M
|
+$665K
|
+50,000
|
+8%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$8.24M
|
-$156K
|
-11,695
|
-2%
|
|
|
7
|
Whittier Trust
South Pasadena,
California
|
$7.25M
|
+$98.8K
|
+7,420
|
+1%
|
|
|
8
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.96M
|
-$32.2K
|
-2,420
|
-0.5%
|
|
|
9
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$6.55M
|
+$159K
|
+11,929
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.21M
|
-$70K
|
-5,261
|
-1%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$5.12M
|
+$2.38M
|
+178,463
|
+93%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.21M
|
-$383K
|
-28,755
|
-9%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.12M
|
+$286K
|
+21,478
|
+10%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$2.96M
|
-$372K
|
-27,925
|
-12%
|
|
|
15
|
Apriem Advisors
Irvine,
California
|
$2.51M
|
-$7.32K
|
-550
|
-0.3%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.47M
|
+$375K
|
+28,196
|
+19%
|
|
|
17
|
|
$2.42M
|
-$143K
|
-10,746
|
-6%
|
|
|
18
|
Advisors Asset Management
Monument,
Colorado
|
$1.97M
|
-$69.1K
|
-5,195
|
-4%
|
|
|
19
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.48M
|
-$6.23K
|
-468
|
-0.4%
|
|
|
20
|
City of London Investment Management
London,
United Kingdom
|
$1.46M
|
–
|
–
|
–
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.41M
|
-$16.3K
|
-1,225
|
-1%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.32M
|
+$97.5K
|
+7,329
|
+8%
|
|
|
23
|
|
$1.19M
|
–
|
–
|
–
|
|
|
24
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.07M
|
+$106
|
+8
|
+0%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$998K
|
+$964K
|
+72,450
|
New
|
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