|
1
|
UBS Group
Zurich,
Switzerland
|
$41.2M
|
+$827K
|
+51,971
|
+2%
|
|
|
2
|
|
$40.7M
|
+$316K
|
+19,848
|
+0.8%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$30.9M
|
+$666K
|
+41,825
|
+2%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$24.3M
|
-$8.68M
|
-545,653
|
-26%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$798K
|
+50,167
|
+4%
|
|
|
6
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$10.7M
|
+$253K
|
+15,898
|
+2%
|
|
|
7
|
Whittier Trust
South Pasadena,
California
|
$8.58M
|
-$2.58M
|
-162,385
|
-23%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$6.84M
|
–
|
–
|
–
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.38M
|
+$260K
|
+16,364
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.71M
|
+$8.42K
|
+529
|
+0.2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.68M
|
+$61.4K
|
+3,861
|
+2%
|
|
|
12
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.52M
|
+$1.21M
|
+75,773
|
+51%
|
|
|
13
|
Davidson Trust Company
Seattle,
Washington
|
$3.24M
|
-$15.5K
|
-972
|
-0.5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.23M
|
+$478K
|
+30,051
|
+17%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$2.71M
|
+$261K
|
+16,394
|
+10%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.63M
|
+$263K
|
+16,550
|
+11%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$2.49M
|
-$2.15M
|
-135,391
|
-46%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$2.43M
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.33M
|
+$425K
|
+26,695
|
+22%
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$2.08M
|
+$151K
|
+9,462
|
+8%
|
|
|
21
|
Certuity
North Palm Beach,
Florida
|
$1.92M
|
–
|
–
|
–
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.56M
|
-$21.8K
|
-1,372
|
-1%
|
|
|
23
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.36M
|
+$1.23K
|
+77
|
+0.1%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.22M
|
+$204K
|
+12,828
|
+20%
|
|
