|
1
|
UBS Group
Zurich,
Switzerland
|
$31.4M
|
-$267K
|
-17,988
|
-0.8%
|
|
|
2
|
|
$26.3M
|
+$908K
|
+61,096
|
+4%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$23.2M
|
+$174K
|
+11,696
|
+0.8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.33M
|
+$952K
|
+64,109
|
+11%
|
|
|
5
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$9.33M
|
-$4.66M
|
-313,437
|
-33%
|
|
|
6
|
Whittier Trust
South Pasadena,
California
|
$9.27M
|
+$210K
|
+14,149
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.14M
|
+$2.58M
|
+173,568
|
+57%
|
|
|
8
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$6.78M
|
+$22.4K
|
+1,510
|
+0.3%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$5.86M
|
+$179K
|
+12,067
|
+3%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$5.7M
|
+$5.69M
|
+383,000
|
New
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$4.8M
|
+$4.79M
|
+322,064
|
New
|
|
|
12
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.18M
|
+$149K
|
+10,000
|
+4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.93M
|
+$1.12M
|
+75,701
|
+40%
|
|
|
14
|
20/20 Capital Management
Costa Mesa,
California
|
$3.74M
|
+$3.6M
|
+242,552
|
New
|
|
|
15
|
Davidson Trust Company
Seattle,
Washington
|
$3.6M
|
+$3.59M
|
+241,826
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.92M
|
-$39.2K
|
-2,641
|
-1%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.83M
|
+$889K
|
+59,815
|
+46%
|
|
|
18
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$2.73M
|
-$2.89M
|
-194,500
|
-51%
|
|
|
19
|
|
$2.58M
|
-$336K
|
-22,587
|
-12%
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$2.42M
|
-$591K
|
-39,767
|
-20%
|
|
|
21
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.25M
|
+$308K
|
+20,741
|
+16%
|
|
|
22
|
Advisors Asset Management
Monument,
Colorado
|
$1.95M
|
-$134K
|
-9,007
|
-6%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.91M
|
+$42.2K
|
+2,843
|
+2%
|
|
|
24
|
Apriem Advisors
Irvine,
California
|
$1.85M
|
-$262K
|
-17,614
|
-12%
|
|
|
25
|
Certuity
North Palm Beach,
Florida
|
$1.53M
|
+$1.52M
|
+102,494
|
New
|
|
