|
1
|
LPL Financial
San Diego,
California
|
$1.42M
|
+$2.61K
|
+254
|
+0.2%
|
|
|
2
|
|
$1.41M
|
+$165K
|
+16,036
|
+14%
|
|
|
3
|
Rockefeller Capital Management
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$886K
|
-$868K
|
-84,437
|
-50%
|
|
|
5
|
WESCAP Management Group
Glendale,
California
|
$693K
|
+$160K
|
+15,620
|
+31%
|
|
|
6
|
Wedbush Securities
Los Angeles,
California
|
$692K
|
+$136K
|
+13,253
|
+25%
|
|
|
7
|
Cypress Wealth Services
Palm Desert,
California
|
$668K
|
+$45.2K
|
+4,398
|
+7%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$595K
|
-$37.5K
|
-3,646
|
-6%
|
|
|
9
|
Atala Financial
Calabasas,
California
|
$553K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$516K
|
-$12.1K
|
-1,173
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$432K
|
+$2.55K
|
+248
|
+0.6%
|
|
|
12
|
Stonebridge Financial Group
San Rafael,
California
|
$278K
|
+$272K
|
+26,500
|
New
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$255K
|
–
|
–
|
–
|
|
|
14
|
Evolve Private Wealth
Los Angeles,
California
|
$232K
|
-$16.5K
|
-1,606
|
-7%
|
|
|
15
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$211K
|
–
|
–
|
–
|
|
|
17
|
First American Trust
Santa Ana,
California
|
$210K
|
–
|
–
|
–
|
|
|
18
|
Whipplewood Advisors
Littleton,
Colorado
|
$197K
|
+$8.07K
|
+785
|
+4%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$192K
|
–
|
–
|
–
|
|
|
20
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$168K
|
-$10.3K
|
-1,000
|
-6%
|
|
|
21
|
|
$142K
|
+$139K
|
+13,546
|
New
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$127K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$122K
|
+$2.99K
|
+291
|
+3%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$107K
|
+$105K
|
+10,178
|
New
|
|
|
25
|
Pasadena Private Wealth
Pasadena,
California
|
$105K
|
–
|
–
|
–
|
|
