|
1
|
|
$36.8M
|
+$2.55M
|
+210,088
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
+$3.71M
|
+304,792
|
+13%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$28M
|
-$499K
|
-41,067
|
-2%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$25.8M
|
+$3.09M
|
+254,281
|
+14%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
+$155K
|
+12,728
|
+1%
|
|
|
6
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$7.48M
|
+$6.94M
|
+570,422
|
+1,589%
|
|
|
7
|
Whittier Trust
South Pasadena,
California
|
$6.1M
|
-$1.1M
|
-90,313
|
-15%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$5.93M
|
+$467K
|
+38,414
|
+9%
|
|
|
9
|
Allianz Asset Management
Munich,
Germany
|
$4.96M
|
–
|
–
|
–
|
|
|
10
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$4.86M
|
+$223K
|
+18,361
|
+5%
|
|
|
11
|
Regatta Capital Group
El Segundo,
California
|
$4.71M
|
-$1.97M
|
-162,391
|
-30%
|
|
|
12
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.05M
|
+$402K
|
+33,057
|
+11%
|
|
|
13
|
Advisors Asset Management
Monument,
Colorado
|
$3.53M
|
+$1.03M
|
+84,428
|
+42%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.89M
|
+$169K
|
+13,936
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.85M
|
-$213K
|
-17,513
|
-7%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.75M
|
+$509K
|
+41,832
|
+23%
|
|
|
17
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$2.74M
|
-$6.81M
|
-560,360
|
-72%
|
|
|
18
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$2.42M
|
+$1.66M
|
+136,450
|
+228%
|
|
|
19
|
Davidson Trust Company
Seattle,
Washington
|
$2.13M
|
–
|
–
|
–
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.11M
|
+$10.9K
|
+893
|
+0.5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.96M
|
+$20.8K
|
+1,710
|
+1%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.94M
|
-$3.6M
|
-296,417
|
-65%
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
$1.75M
|
+$26.8K
|
+2,202
|
+2%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$1.61M
|
+$60.2K
|
+4,952
|
+4%
|
|
|
25
|
Evoke Wealth
Los Angeles,
California
|
$1.6M
|
+$1.02M
|
+83,780
|
+185%
|
|
