|
1
|
UBS Group
Zurich,
Switzerland
|
$29.3M
|
+$514K
|
+34,970
|
+2%
|
|
|
2
|
|
$26.7M
|
+$2.67M
|
+181,812
|
+10%
|
|
|
3
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$21.9M
|
+$14.3M
|
+974,094
|
+156%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$20.9M
|
-$450K
|
-30,599
|
-2%
|
|
|
5
|
Whittier Trust
South Pasadena,
California
|
$8.82M
|
+$321K
|
+21,852
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.35M
|
-$247K
|
-16,761
|
-3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.2M
|
+$684K
|
+46,473
|
+10%
|
|
|
8
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$6.72M
|
+$527K
|
+35,806
|
+8%
|
|
|
9
|
|
$6.05M
|
+$6.47M
|
+440,000
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.66M
|
+$2.2M
|
+149,264
|
+57%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$5.47M
|
+$86.1K
|
+5,854
|
+1%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$5.38M
|
+$147K
|
+10,000
|
+3%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.81M
|
+$2.37M
|
+161,331
|
+85%
|
|
|
14
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$4.61M
|
+$4.96M
|
+336,884
|
New
|
|
|
15
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.93M
|
+$95.6K
|
+6,500
|
+2%
|
|
|
16
|
Karpus Investment Management
Pittsford,
New York
|
$3.87M
|
+$2.68M
|
+182,270
|
+182%
|
|
|
17
|
20/20 Capital Management
Costa Mesa,
California
|
$3.29M
|
-$85.7K
|
-5,824
|
-2%
|
|
|
18
|
Davidson Trust Company
Seattle,
Washington
|
$3.28M
|
-$34.9K
|
-2,374
|
-1%
|
|
|
19
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.64M
|
+$617K
|
+41,965
|
+28%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.57M
|
+$2.76M
|
+187,620
|
New
|
|
|
21
|
|
$2.23M
|
-$151K
|
-10,289
|
-6%
|
|
|
22
|
Allianz Asset Management
Munich,
Germany
|
$2.12M
|
+$2.28M
|
+154,979
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.86M
|
+$670K
|
+45,511
|
+50%
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$1.85M
|
-$403K
|
-27,425
|
-17%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.77M
|
+$10.6K
|
+723
|
+0.6%
|
|
