|
1
|
|
$43M
|
+$2.45M
|
+158,698
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$39.4M
|
-$1.64M
|
-106,182
|
-4%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$30.9M
|
+$108K
|
+6,993
|
+0.4%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$24.6M
|
+$311K
|
+20,133
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$1.3M
|
+83,964
|
+7%
|
|
|
6
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$11.3M
|
+$687K
|
+44,487
|
+7%
|
|
|
7
|
Whittier Trust
South Pasadena,
California
|
$8.75M
|
+$197K
|
+12,739
|
+2%
|
|
|
8
|
Regatta Capital Group
El Segundo,
California
|
$8.21M
|
+$8.11M
|
+525,114
|
New
|
|
|
9
|
Rockefeller Capital Management
New York
|
$6.82M
|
–
|
–
|
–
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.64M
|
+$277K
|
+17,946
|
+4%
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.77M
|
+$255K
|
+16,545
|
+7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.24M
|
+$27.7K
|
+1,794
|
+0.9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.1M
|
-$559K
|
-36,222
|
-15%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.04M
|
-$648K
|
-42,004
|
-18%
|
|
|
15
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.88M
|
+$2.84M
|
+183,865
|
+262,664%
|
|
|
16
|
Advisors Asset Management
Monument,
Colorado
|
$2.79M
|
+$90.5K
|
+5,861
|
+3%
|
|
|
17
|
Davidson Trust Company
Seattle,
Washington
|
$2.74M
|
-$478K
|
-30,991
|
-15%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.64M
|
+$18.2K
|
+1,182
|
+0.7%
|
|
|
19
|
Allianz Asset Management
Munich,
Germany
|
$2.42M
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$53.5K
|
+3,465
|
+2%
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
$2.11M
|
+$35.9K
|
+2,328
|
+2%
|
|
|
22
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.06M
|
+$1.49M
|
+96,288
|
+271%
|
|
|
23
|
Forum Financial Management
Lombard,
Illinois
|
$1.75M
|
+$1.73M
|
+112,071
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.58M
|
+$223K
|
+14,416
|
+17%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.56M
|
–
|
–
|
–
|
|
