|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$2.83M
|
–
|
–
|
–
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$2.24M
|
+$60.7K
|
+4,851
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.74M
|
+$109K
|
+8,693
|
+7%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$1.63M
|
-$106K
|
-8,463
|
-6%
|
|
|
5
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.4M
|
+$178K
|
+14,214
|
+16%
|
|
|
6
|
Saba Capital Management
New York
|
$755K
|
-$90.9K
|
-7,259
|
-11%
|
|
|
7
|
|
$644K
|
-$80.4K
|
-6,424
|
-11%
|
|
|
8
|
|
$512K
|
-$18.9K
|
-1,512
|
-4%
|
|
|
9
|
Curi RMB Capital
Chicago,
Illinois
|
$429K
|
+$417K
|
+33,342
|
New
|
|
|
10
|
Wolverine Asset Management
Chicago,
Illinois
|
$421K
|
+$410K
|
+32,732
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$376K
|
-$13.2K
|
-1,056
|
-3%
|
|
|
12
|
Ackerman Capital Advisors
Dallas,
Texas
|
$337K
|
+$328K
|
+26,200
|
New
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$216K
|
+$211K
|
+16,822
|
New
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$215K
|
–
|
–
|
–
|
|
|
15
|
Matisse Capital
Portland,
Oregon
|
$177K
|
+$173K
|
+13,794
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$158K
|
–
|
–
|
–
|
|
|
17
|
Intersect Capital
San Ramon,
California
|
$142K
|
–
|
–
|
–
|
|
|
18
|
Evoke Wealth
Los Angeles,
California
|
$84K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$11K
|
+$10.4K
|
+833
|
New
|
|
|
22
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$950K
|
-72,214
|
Closed
|
|
|
23
|
Diligent Investors
Redlands,
California
|
–
|
-$132K
|
-10,012
|
Closed
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$128K
|
-10,000
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$13
|
+1
|
New
|
|
