IST MONEY MANAGEMENT FIRMSLauren Gorsche Ryan Hollaender Mike Ryan Solita Marcelli 310-772-7000 12...

MAY 18, 2020 LOS ANGELES BUSINESS JOURNAL 13

THE LIST NEXT WEEK

LA500 Ranked by assets managed in Los Angeles County as of Dec. 31MONEY MANAGEMENT FIRMS

Continued on page 14

Portfolio Mix (by percent)Rank Firm• name

• address

• website

Assets Managed in L.A.County• 2019

• 2018

(in billions)

• equity • fixed

income

• cash

equivalent

• real

estate

• other

L.A. CountyStaff• portfolio managers

• researchers

Profile• headquarters

• client contact(s)

Chief Investment Officer• name

• phone

1Capital Group333 S. Hope St.Los Angeles 90071; thecapitalgroup.com

$1,700.01

$1,944.02NA NA NA NA NA NA Los Angeles

NATimothy Armour(213) 486-9200

2Western Asset Management Co.385 E. Colorado Blvd.Pasadena 91101; westernasset.com

270.4232.8

0 100 0 0 0 2817

PasadenaDerek Fan

S. Kenneth Leech(626) 844-9400

3TCW Group Inc.865 S. Figueroa St., Suite 1800Los Angeles 90017; tcw.com

217.5190.7

6 92 0 0 3 2382

Los AngelesJoseph CarieriAlex McCulloch

Michael ReillyTad Rivelle(213) 244-0000

4Guggenheim Partners InvestmentManagement100 Wilshire Blvd.Santa Monica 90401;guggenheimpartners.com

200.32

189.92NA NA NA NA NA NA New York/Chicago

NAScott Minerd(310) 576-1270

5DoubleLine Capital333 S. Grand Ave., 18th FloorLos Angeles 90071; doubleline.com

148.42

120.02NA NA NA NA NA NA Los Angeles

Ronald RedellJeffrey Gundlach(213) 633-8200

6Primecap Management Co.177 E. Colorado Blvd., 11th FloorPasadena 91105; primecapmanagement.com

147.42

127.1100 0 0 0 0 NA Pasadena

Douglas McCraryTheo KolokotronesJoel FriedAlfred Mordecai(626) 304-9222

7Payden & Rygel333 S. Grand Ave., Suite 3900Los Angeles 90071; payden.com

119.1111.5

2 98 0 0 0 4348

Los AngelesBrian MatthewsJames Sarni

Investment PolicyCommittee(213) 625-1900

8CBRE Global Investors601 S. Figueroa St., Suite 4900Los Angeles 90071; cbreglobalinvestors.com

112.9105.5

0 0 0 100 0 NA Los AngelesMichael McMenomy

Ian Gleeson(213) 683-4200

9Ares Management Corp.2000 Avenue of the Stars, 12th FloorLos Angeles 90067; aresmgmt.com

102.42


NANA(310) 201-4100

10Morgan Stanley444 S. Flower St., 34th FloorLos Angeles 90071; morganstanley.com

92.81

92.81NA NA NA NA NA NA New York

NANA(213) 486-8915

11UBS Financial Services Inc.515 Flower St., Suite 5000Los Angeles 90071; ubs.com

89.883.8

NA NA NA NA NA NA Zurich & Basel,SwitzerlandJaron SingletaryLauren GorscheRyan Hollaender

Mike RyanSolita Marcelli310-772-7000

12Merrill Lynch100 Wilshire Blvd.Santa Monica 90401; ml.com

75.270.4

NA NA NA NA NA NA Charlotte, N.C.Dominic Chow

Chris Hyzy(800) 937-0620

13Wilshire Associates Inc.1299 Ocean Ave., Suite 700Santa Monica 90401; wilshire.com

72.360.5

NA NA NA NA NA NA Santa MonicaNA

Joshua EmanuelSteve Foresti(310) 451-3051

14Oaktree Capital Management333 S. Grand Ave., 28th FloorLos Angeles 90071; oaktreecapital.com

72.177.0

8 17 0 11 64 17109

Los AngelesAndrea Williams

Bruce Karsh(213) 830-6300

15Causeway Capital Management11111 Santa Monica Blvd., 15th FloorLos Angeles 90025; causewaycap.com

53.251.4

100 0 0 0 0 NA Los AngelesEric Crabtree

Sarah Ketterer(310) 231-6100

16Colony Capital Inc.515 S. Flower St., 44th FloorLos Angeles 90071; clny.com

49.042.7

1 0 0 58 41 200

Los AngelesSeverin White

Jonathan Grunzweig(310) 282-8820

1 Business Journal estimate.2 Financial information from Securities and Exchange Commission filings.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions and

typographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.

Researched by Joshua Niv

013-19_MoneyManagers_LIST.indd 13013-19_MoneyManagers_LIST.indd 13 5/14/2020 12:39:07 PM5/14/2020 12:39:07 PM

14 LOS ANGELES BUSINESS JOURNAL THE LIST MAY 18, 2020

MONEY MANAGEMENT FIRMSPortfolio Mix (by percent)Rank Firm

• name

• address

• website


• 2018

(in billions)


income

• cash

equivalent

• real

estate

• other


• researchers




• phone

17U.S. Bank633 W. 5th St.Los Angeles 90071; usbank.com

$47.6$41.5

NA NA NA NA NA NA MinneapolisJohn Sinnema

Eric Freedman(213) 615-6566

18City National Bank555 S. Flower St.Los Angeles 90071; cnb.com

47.538.2

44 40 13 0 3 NA Los AngelesTom Galvin

Tom Galvin(310) 888-6300

19Hotchkis & Wiley Capital Management601 S. Figueroa St., 39th FloorLos Angeles 90017; hwcm.com

33.627.2

87 11 2 0 0 NA Los AngelesTom Hirschmann

George Davis(213) 430-1000

20Kayne Anderson Rudnick InvestmentManagement1800 Avenue of the Stars, Second FloorLos Angeles 90067; kayne.com

33.022.8

96 4 0 0 0 125

Los AngelesStephen Rigali

Douglas Foreman(800) 231-7414

21Wells Fargo & Co.707 Wilshire Blvd.Los Angeles 90017; wellsfargo.com

32.01

32.01NA NA NA NA NA NA San Francisco

Lance FoxAdam Taback(800) 869-3557

22Aristotle Capital Management11100 Santa Monica Blvd., Suite 1700Los Angeles 90025; aristotlecap.com

31.315.5

100 0 0 0 0 59

Los AngelesRanjit SufiPatrick Schussman

Catalina Llinás(310) 478-4005

23Kayne Anderson Capital Advisors1800 Avenue of the Stars, Third FloorLos Angeles 90067; kaynecapital.com

29.82


Eileen ManceraBob Sinnott(800) 638-1496

24FPA11601 Wilshire Blvd., Suite 1200Los Angeles 90025; fpa.com

29.026.4

NA NA NA NA NA NA Los AngelesMark Hancock

NA(310) 996-5485

25Crescent Capital Group11100 Santa Monica Blvd., Suite 2000Los Angeles 90025; crescentcap.com

28.526.0

0 100 0 0 0 NA Los AngelesJoseph Viola

Investment Committee(310) 235-5900

26Los Angeles Capital Management andEquity Research11150 Santa Monica Blvd., Suite 200Los Angeles 90025; lacapm.com

27.22

25.5100 0 0 0 0 NA Los Angeles

Daniel AllenThomas Stevens

Hal Reynolds(310) 479-9998

27Canyon Partners3

2000 Avenue of the Stars, 11th FloorLos Angeles 90067; canyonpartners.com

26.323.52

NA NA NA NA NA NA Los AngelesIngrid Kiefer

Todd Lemkin(310) 272-1000

28Post Advisory Group2049 Century Park East, Suite 3050Los Angeles 90067; postadvisory.com

17.915.8

0 100 0 0 0 610

Los AngelesHugh Costello

Jeffrey Stroll(310) 996-9600

29First Republic Private Wealth Management1888 Century Park EastLos Angeles 90067; firstrepublic.com

17.724.0

52 29 8 0 11 2513

San FranciscoGeorge Buza

Christopher Wolfe(310) 712-1888

30First Quadrant800 E. Colorado Blvd., Suite 900Pasadena 91101; firstquadrant.com

16.22

20.12NA NA NA NA NA NA Pasadena

Brian RoweJeppe LadekarlJia Ye(626) 795-8220

31Capital Group Private Client Services333 S. Hope St.Los Angeles 90071; capitalgroup.com/pcs

13.511.5

NA NA NA NA NA NA Los AngelesNA

William Robbins(866) 421-2166

32Beach Point Capital Management1620 26th St., Suite 6000NSanta Monica 90404; beachpointcapital.com

12.911.6

8 70 8 0 14 820

Santa MonicaJohn Quintanar

Carl GoldsmithScott Klein(310) 996-9700

1 Business Journal estimate.2 Financial information from Securities and Exchange Commission filings.3 Includes Canyon Capital Advisors, Canyon Capital Realty Advisors and ICE Canyon.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information is

accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions andtypographical errors sometimes occur. Please send corrections or additions on company letterhead to the ResearchDepartment, Los Angeles Business Journal, 11150 Santa Monica Blvd., Suite 350, Los Angeles 90025. ©2020 LosAngeles Business Journal. This list may not be reprinted in whole or in part without prior written permission from theeditor. Reprints are available from Wright’s Media (877) 652-5295.


Continued from page 13


MAY 18, 2020 THE LIST LOS ANGELES BUSINESS JOURNAL 15

A Professional Law Corporation

PROVIDING LEGAL COUNSEL AT ALL STAGES OF OUR CLIENTS’ GROWTH & EVOLUTION FOR E I G H T D E C A D E S

BUCHALTER.COM

AZ | CA | OR | WA



• name

• address

• website


• 2018

(in billions)


income

• cash

equivalent

• real

estate

• other


• researchers




• phone

33Aspiriant11100 Santa Monica Blvd., Suite 600Los Angeles 90025; aspiriant.com

$12.81

$11.7NA NA NA NA NA NA Los Angeles

Tom TracyJohn Allen(415) 371-7800

34American Realty Advisors515 S. Flower St., 49th FloorLos Angeles 90071; aracapital.com

10.39.8

0 0 0 100 0 72

Los AngelesJay Butterfield

Stanley Iezman(213) 233-5700

35NWQ Investment Management Co.2049 Century Park East, 16th FloorLos Angeles 90067; nwq.com

10.11


NAJon Bosse(310) 712-4000

36Bel Air Investment Advisors1999 Avenue of the Stars, Suite 3200Los Angeles 90067; belair-llc.com

9.11


Todd MorganDavid Sadkin(310) 229-1500

37Mesa West Capital11755 Wilshire Blvd., Suite 2100Los Angeles 90025; mesawestcapital.com

8.37.31

0 0 0 100 0 5 Los AngelesRyan Krauch

Jeff FriedmanMark Zytko(310) 806-6300

38Northern Trust2049 Century Park East, Suite 3600Los Angeles 90067; northerntrust.com

8.08.1

47 44 2 3 4 NA ChicagoJason Lawit

Richard Barnett(310) 282-3800

Everett Harris & Co.888 W. 6th St.,10th FloorLos Angeles 90017; everettharris.com

8.01


David ClarkJim Ward(213) 625-2677

1 Financial information from Securities and Exchange Commission filings.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions and






• name

• address

• website


• 2018

(in billions)


income

• cash

equivalent

• real

estate

• other


• researchers




• phone

40BNY Mellon Wealth Management10250 Constellation Blvd., Suite 2100Los Angeles 90067; bnymellonwealth.com

$7.7$6.8

NA NA NA NA NA NA New YorkSteve Kutz

Leo Grohowski(424) 277-6829

41Camden Asset Management2029 Century Park East, Suite 2010Los Angeles 90067; camdenasset.com

7.47.61

NA NA NA NA NA NA Los AngelesStan Debreu

John Wagner(310) 203-4200

42Pacific Income Advisers1299 Ocean Ave., Second FloorSanta Monica 90401; pacificincome.com

7.11

7.110 100 0 0 0 NA Santa Monica

Tim TarpeningLloyd McAdams(310) 393-1424

43Whittier Trust Co.1600 Huntington DriveSouth Pasadena 91030; whittiertrust.com

6.75.4

70 11 6 12 1 11 South PasadenaTim McCarthy

Sandip Bhagat(626) 441-5111

44Churchill Management Group5900 Wilshire Blvd., Suite 400Los Angeles 90036;churchillmanagement.com

6.65.5

83 5 12 0 0 62

Los AngelesTed Fern

Randy Conner(877) 937-7110

45Angeles Investment Advisors429 Santa Monica Blvd., Suite 650Santa Monica 90401; angelesadvisors.com

5.81

4.355 21 0 3 21 NA Santa Monica

NAMichael Rosen(310) 857-5830

46Fiduciary Trust International444 S. Flower St., Suite 3200Los Angeles 90071; fiduciarytrust.com

5.62

5.62NA NA NA NA NA NA New York

Stephen DutkaRonald Sanchez(800) 421-9683

47Lido Advisors1875 Century Park East, Suite 950Los Angeles 90067; lidoadvisors.com

5.41

4.035 30 5 15 15 NA Los Angeles

Gregory KushnerJeff Garden(310) 278-8232

48Empyrean Capital Partners10250 Constellation Blvd., Suite 2950Los Angeles 90067; empyrean.com

5.31


Kate BaumannAmos Meron(310) 843-3000

49Main Street Advisors3110 Main St., Suite 310Santa Monica 90405; NA

5.21

4.81NA NA NA NA NA NA Santa Monica

NAPaul Wachter(310) 392-7607

Signature Estate & Investment Advisors2121 Avenue of the Stars, Suite 1600Los Angeles 90067; seia.com

5.26.1

60 30 6 0 4 21

Los AngelesNA

Deron McCoy(310) 712-2323

51ICG Advisors11111 Santa Monica Blvd., Suite 2100Los Angeles 90025; icgadvisors.com

5.01


Jonathan BlennerRobert Edelstein

J. Jeffrey Assaf(424) 270-8900

52RNC Genter Capital Management11601 Wilshire Blvd., 25th FloorLos Angeles 90025; rncgenter.com

4.93.61

50 50 0 0 0 916

Los AngelesCameron LaveyBrian Elliott

Daniel Genter(800) 877-7624

Capital Research + Consulting15 S. Raymond Ave., Suite 200Pasadena 91105;capitalresearchandconsulting.com

4.91


Michael HaneyJohn Odell(626) 844-1440

54Santa Barbara Asset Management2049 Century Park East, 17th FloorLos Angeles 90067; sbasset.com

4.71


Chris PerryDavid Park(310) 552-5100

55Sierra Investment Management Inc.3420 Ocean Park Blvd., Suite 3060Santa Monica 90405; sierrainvestment.com

4.63.3

25 60 0 0 15 30

Santa MonicaJoy Bunzel

Terri Spath(310) 452-1887

1 Financial information from Securities and Exchange Commission filings.2 Business Journal estimate.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions and







MONEY MANAGEMENT FIRMS


• address

• website


• 2018

(in billions)


income

• cash

equivalent

• real

estate

• other


• researchers




• phone

56Glendon Capital Management1620 26th St., Suite 2000NSanta Monica 90404; N/A

$4.51

$1.91NA NA NA NA NA NA Santa Monica

NAMatthew Barrett(310) 907-0450

Flaherty & Crumrine Inc.301 E. Colorado Blvd., Suite 800Pasadena 91101; flaherty-crumrine.com

4.54.0

0 100 0 0 0 NA PasadenaChad Conwell

Committee(626) 795-7300

58Mar Vista Investment Partners11150 Santa Monica Blvd., Suite 320Los Angeles 90025;marvistainvestments.com

4.33.11

97 0 3 0 0 44

Los AngelesJon Foust

Silas Myers(310) 917-2800

D.A. Davidson & Co.624 S. Grand Ave., 26th FloorLos Angeles 90017; dadavidson.com

4.33.9

65 20 10 0 5 700

Great Falls, Mont.NA

NA(213) 620-1850

60Camden Capital2301 Rosecrans Ave., Suite 2110El Segundo 90245; camdencapital.com

3.84.0

28 56 1 1 14 45

El SegundoRich Bursek

John Krambeer(310) 725-0210

61Westmount Asset Management2049 Century Park East, Suite 2500Los Angeles 90067; westmount.com

3.53.0

50 30 0 0 20 153

Los AngelesMike Amash

Jim Berliner(310) 556-2502

AdvicePeriod2121 Avenue of the Stars, Suite 2350Los Angeles 90067; adviceperiod.com

3.51


NALarry Miles(424) 281-3600




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Continued from page 17MONEY MANAGEMENT FIRMSPortfolio Mix (by percent)Rank Firm

• name

• address

• website


• 2018

(in billions)


income

• cash

equivalent

• real

estate

• other


• researchers




• phone

63Coast Asset Management11150 Santa Monica Blvd., Suite 1400Los Angeles 90025; coastasset.com

$3.4$6.9

50% 50% 0% 0% 0% NA Los AngelesAndrew Tran

Dave Smith(310) 576-3500

Dalton Investments1601 Cloverfield Blvd., Suite 5050 NSanta Monica 90404; daltoninvestments.com

3.43.5

100 0 0 0 0 213

Santa MonicaAdam Woodward

James Rosenwald III(424) 231-9100

65Clifford Swan Investment Counselors177 E. Colorado Blvd., Suite 550Pasadena 91105; cliffordswan.com

3.32.8

70 19 8 2 1 118

PasadenaLinda Davis Taylor

Peter Boyle(626) 792-2228

66Covington Capital Management601 S. Figueroa St., Suite 2000Los Angeles 90017;covingtoncapitalmanagement.com

3.12.6

55 40 5 0 0 101

Los AngelesJeffrey Glassman

Gary Arakawa(213) 629-7500

EP Wealth Advisors21515 Hawthorne Blvd., Suite 1200Torrance 90503; epwealth.com

3.12.2

55 36 3 0 6 149

TorranceNA

Kevin Ashworth(310) 543-4559

Tortoise555 W. 5th St., Suite 3700Los Angeles 90013; tortoiseadvisors.com

3.11

3.31NA NA NA NA NA NA Leawood, Kan.

Jennifer ParkBrad Beman(213) 687-9170

69Abacus Wealth Partners429 Santa Monica Blvd., Suite 500Santa Monica 90401; abacuswealth.com

2.71

2.21NA NA NA NA NA NA Santa Monica

Brent KesselDarius Gagne(888) 422-2287

Western International Securities Inc.70 S. Lake Ave, Seventh FloorPasadena 91101; wisdirect.com

2.71.8

70 10 10 0 10 NA PasadenaNA

Donald Bizub(888) 793-7717

71Focused Investors9777 Wilshire Blvd., Suite 910Beverly Hills 90212; focusedinvestors.com

2.61

2.21NA NA NA NA NA NA Beverly Hills

Michael KrommBruce Veaco(310) 734-1200

72Halbert Hargrove111 Ocean Blvd., 23rd FloorLong Beach 90802; halberthargrove.com

2.51

2.31NA NA NA NA NA NA Long Beach

Kelli KiemleRuss Hill(562) 435-5657

73CitizensTrust Wealth Management andInvestment Services1010 E. Colorado Blvd.Pasadena 91106; cbbank.com/investing

2.42

2.441 47 9 3 0 NA Ontario

Don EvensonDon Evenson(626) 720-1769

74Granite Investment Partners2321 Rosecrans Ave., Suite 4200El Segundo 90245; granitepartners-llc.com

2.31.6

100 0 0 0 0 84

El SegundoBrad Slocum

NA(310) 933-3195

75Cliffwater4640 Admiralty Way, 11th FloorMarina del Rey 90292; cliffwater.com

2.21

1.71NA NA NA NA NA NA Marina del Rey

NAStephen Nesbitt(310) 448-5000

76SSI Investment Management9440 Santa Monica Blvd., Eighth FloorBeverly Hills 90210; ssi-invest.com

2.11.8

53 37 0 0 10 NA Beverly HillsJames KowalWalid Shinnawi

George Douglas(310) 595-2000

77Morton Capital Management27200 Agoura Road, Suite 200Calabasas 91301; mortoncapital.com

2.01.8

24 14 5 9 48 113

CalabasasEric Selter

Sasan Faiz(818) 222-4727

78AMI Asset Management Corp.10866 Wilshire Blvd., Suite 770Los Angeles 90024;amiassetmanagement.com

1.71.6

79 19 2 0 0 35

Los AngelesMatt Humiston

Chris Sessing(424) 320-4000

1 Financial information from Securities and Exchange Commission filings.2 Business Journal estimate.NA - Not Available Note: Information for this list was provided by representatives of the firms. Firms are ranked byassets under management in L.A. County offices as of Dec. 31, 2019. To the best of our knowledge, this information isaccurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions and





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MONEY MANAGEMENT FIRMS

The Land of the Free Foundation would like to

thank the everyday heroes in our military for answering the call

to serve during the pandemic. Together they have built hospitals,

walked into the heart of the virus and have never asked for anything.

We Salute You!

www.LandoftheFreeFoundation.org


• address

• website


• 2018

(in billions)


income

• cash

equivalent

• real

estate

• other


• researchers




• phone

79Gamble Jones Investment Counsel301 E. Colorado Blvd., Suite 802Pasadena 91101; gamblejones.com

$1.6$1.3

60% 35% 5% 0% 0% 86

PasadenaTJ Jones

NA(626) 795-7583

Advanced Research Investment Solutions10635 Santa Monica Blvd., Suite 240Los Angeles 90025; arisconsulting.com

1.610.8

30 30 1 4 35 24

Los AngelesDamien BisserierAlex Shahidi

Alex Shahidi(424) 283-3800

81Broadshore Capital Partners11755 Wilshire Blvd., Suite 1350Los Angeles 90025; broadshorecapital.com

1.51


Brad HoweBleecker Seaman

NA(310) 571-4282

Poplar Forest Capital70 S. Lake Ave., Suite 930Pasadena 91101; poplarforestllc.com

1.51.7

97 0 3 0 0 48

PasadenaBrian Haskin

J. Dale Harvey(626) 304-6000

Howard Capital Management11601 Wilshire Blvd., Suite 2080Los Angeles 90025; howardcapital.com

1.51.3

55 45 0 0 0 NA Los AngelesJason Kaplan

David Robinson(310) 473-9100

84Rothschild & Co. Credit Management (NorthAmerica)633 W. 5th St., Suite 6700Los Angeles 90071; rothschildandco.com

1.41.2

0 100 0 0 0 38

Los AngelesMichael Hatley

Michael Hatley(213) 621-3700

85Lindbrook Capital10877 Wilshire Blvd., Suite 2000Los Angeles 90024; lindbrookcapital.com

1.31.2

25 35 0 0 40 NA Los AngelesTyler Dritz

Ben Posen(424) 208-8000








• name

• address

• website


• 2018

(in billions)


income

• cash

equivalent

• real

estate

• other


• researchers




• phone

Latitude Management Real Estate InvestorsInc.350 S. Beverly Drive, Suite 300Beverly Hills 90212; lmrei.com

$1.31

$1.51NA NA NA NA NA NA Beverly Hills

NAGlenn Sonnenberg(310) 234-2100

87Miracle Mile Advisors11300 W. Olympic Blvd., Suite 800Los Angeles 90064; miraclemileadvisors.com

1.21.1

60 35 5 0 0 74

Los AngelesBrock Moseley

Brock Moseley(310) 246-1243

88Joel R. Mogy Investment Counsel Inc.315 S. Beverly Drive, Suite 400Beverly Hills 90212; mogy.com

1.11

1.01NA NA NA NA NA NA Beverly Hills

NAJoel Mogy(310) 552-0529

North Pier Fiduciary Management4333 Admiralty Way, Suite G1-WestMarina del Rey 90292; npier.com

1.11.1

64 24 9 1 2 NA Los AngelesJim ScheinbergMae Diapera

James Scheinberg(800) 403-7065

HCR Wealth Advisors10866 Wilshire Blvd., Suite 1600Los Angeles 90024; hcrwealth.com

1.10.9

40 40 2 2 16 82

Los AngelesGreg Heller

Jordan Kahn(310) 473-5445

Patterson Capital Corp.11100 Santa Monica Blvd., Suite 1950Los Angeles 90025; pattersoncapital.com

1.11


NAJoseph Patterson(310) 556-2496

92First Western Capital Management1900 Avenue of the Stars, Suite 900Los Angeles 90067; fwcapmgmt.com

1.01


NABarry Julien(310) 229-2940

93Cove Street Capital2101 E. El Segundo Blvd., Suite 302El Segundo 90245; covestreetcapital.com

0.91

0.9100 0 0 0 0 NA El Segundo

Paul HinkleJeffrey Bronchick(424) 221-5897

94CS Capital Management Inc.2274 E. Maple Ave.El Segundo 90245; cscapitalinc.com

0.81.0

0 0 0 100 0 NA El SegundoMichael McHargue

Michael McHargue(310) 988-7300

Huber Capital Management2321 Rosecrans Ave., Suite 3245El Segundo 90245; hubercap.com

0.81.2

96 0 4 0 0 NA El SegundoCindy Emanuel

Joseph Huber(310) 207-8400

Wescap Group330 N. Brand Blvd., Suite 1150Glendale 91203; wescapgroup.com

0.81

0.71NA NA NA NA NA NA Glendale

Rick WeinleinJoel Edstrom(818) 563-5170

Avitas Wealth Management1901 Avenue of the StarsLos Angeles 90067; avitaswealth.com

0.80.6

49 48 3 NA NA 35

Los AngelesNA

Russell Evans(424) 371-9010

98Gould Asset Management341 W. First St., Suite 200Claremont 91711; gouldasset.com

0.61

0.51NA NA NA NA NA NA Claremont

Jennella JohnsonBeatriz Garcia

Donald Gould(909) 445-1291

99Chelsea Management Co.444 S. Flower St., Suite 2340Los Angeles 90071;chelseamanagement.com

0.51

0.4168 21 11 0 0 NA Los Angeles

Sally GallagherFrederick Ruopp(213) 362-9200

100Bridge Advisory123 S. Marengo Ave., Suite 200Pasadena 91101; bridgeadvisory.com

0.41


David PenniallJustin Dyer(626) 795-3062






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