|
1
|
|
$36.6M
|
+$8.53M
|
+612,440
|
+31%
|
|
|
2
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$33.4M
|
+$10.3M
|
+741,801
|
+46%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$30.3M
|
-$276K
|
-19,836
|
-0.9%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$28.4M
|
+$6.43M
|
+461,881
|
+30%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$4.03M
|
+289,111
|
+47%
|
|
|
6
|
Whittier Trust
South Pasadena,
California
|
$9.31M
|
+$119K
|
+8,512
|
+1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.79M
|
+$284K
|
+20,360
|
+4%
|
|
|
8
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$6.9M
|
-$105K
|
-7,525
|
-2%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$5.77M
|
+$63.2K
|
+4,538
|
+1%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$5.67M
|
+$62.7K
|
+4,500
|
+1%
|
|
|
11
|
|
$4.81M
|
-$1.45M
|
-104,153
|
-24%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.67M
|
-$337K
|
-24,198
|
-7%
|
|
|
13
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$4.15M
|
-$642K
|
-46,135
|
-14%
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$4.03M
|
–
|
–
|
–
|
|
|
15
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.85M
|
-$245K
|
-17,596
|
-6%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$3.8M
|
-$2.05M
|
-147,214
|
-36%
|
|
|
17
|
Davidson Trust Company
Seattle,
Washington
|
$3.45M
|
+$29.3K
|
+2,107
|
+0.9%
|
|
|
18
|
20/20 Capital Management
Costa Mesa,
California
|
$3.36M
|
-$183K
|
-13,145
|
-6%
|
|
|
19
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.4M
|
-$342K
|
-24,550
|
-13%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.35M
|
-$326K
|
-23,384
|
-12%
|
|
|
21
|
Allianz Asset Management
Munich,
Germany
|
$2.21M
|
–
|
–
|
–
|
|
|
22
|
|
$1.89M
|
-$425K
|
-30,518
|
-19%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.86M
|
+$18.8K
|
+1,349
|
+1%
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$1.8M
|
-$119K
|
-8,535
|
-6%
|
|
|
25
|
Certuity
North Palm Beach,
Florida
|
$1.76M
|
+$295K
|
+21,204
|
+21%
|
|
