|
1
|
First Foundation Advisors
Irvine,
California
|
$2.19M
|
-$63.8K
|
-4,818
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.82M
|
+$75.6K
|
+5,712
|
+4%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$1.78M
|
+$150K
|
+11,362
|
+9%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$1.26M
|
+$1.29M
|
+97,384
|
New
|
|
|
5
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.24M
|
-$129K
|
-9,742
|
-9%
|
|
|
6
|
Saba Capital Management
New York
|
$713K
|
-$48.3K
|
-3,650
|
-6%
|
|
|
7
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$671K
|
-$2.23M
|
-168,363
|
-76%
|
|
|
8
|
|
$610K
|
-$39.4K
|
-2,981
|
-6%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$571K
|
+$401K
|
+30,306
|
+220%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$542K
|
+$332K
|
+25,100
|
+149%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$508K
|
+$134K
|
+10,101
|
+35%
|
|
|
12
|
Evoke Wealth
Los Angeles,
California
|
$476K
|
+$399K
|
+30,178
|
+466%
|
|
|
13
|
Curi RMB Capital
Chicago,
Illinois
|
$427K
|
-$4.38K
|
-331
|
-1%
|
|
|
14
|
Wolverine Asset Management
Chicago,
Illinois
|
$414K
|
-$9.67K
|
-731
|
-2%
|
|
|
15
|
Ackerman Capital Advisors
Dallas,
Texas
|
$405K
|
+$67.5K
|
+5,098
|
+19%
|
|
|
16
|
|
$376K
|
-$142K
|
-10,751
|
-27%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$159K
|
–
|
–
|
–
|
|
|
18
|
Intersect Capital
San Ramon,
California
|
$142K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$215K
|
-16,720
|
Closed
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$11K
|
-833
|
Closed
|
|
