|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$1.74M
|
+$3.28K
|
+319
|
+0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.41M
|
+$372K
|
+36,248
|
+35%
|
|
|
3
|
|
$1.16M
|
+$368K
|
+35,784
|
+45%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$1.11M
|
+$419K
|
+40,826
|
+59%
|
|
|
5
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$655K
|
-$647K
|
-63,005
|
-49%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$595K
|
+$75.3K
|
+7,329
|
+14%
|
|
|
7
|
Cypress Wealth Services
Palm Desert,
California
|
$585K
|
+$29.1K
|
+2,831
|
+5%
|
|
|
8
|
Atala Financial
Calabasas,
California
|
$528K
|
+$309K
|
+30,082
|
+134%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$509K
|
+$43.8K
|
+4,262
|
+9%
|
|
|
10
|
WESCAP Management Group
Glendale,
California
|
$490K
|
-$138K
|
-13,462
|
-22%
|
|
|
11
|
Advisors Asset Management
Monument,
Colorado
|
$475K
|
-$15.6K
|
-1,523
|
-3%
|
|
|
12
|
Vivaldi Capital Management
Chicago,
Illinois
|
$392K
|
-$5.34K
|
-520
|
-1%
|
|
|
13
|
Wedbush Securities
Los Angeles,
California
|
$340K
|
+$207K
|
+20,197
|
+147%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$261K
|
+$34.3K
|
+3,339
|
+15%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$243K
|
–
|
–
|
–
|
|
|
16
|
Evolve Private Wealth
Los Angeles,
California
|
$240K
|
+$245K
|
+23,874
|
New
|
|
|
17
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
18
|
First American Trust
Santa Ana,
California
|
$201K
|
–
|
–
|
–
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$201K
|
–
|
–
|
–
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$183K
|
–
|
–
|
–
|
|
|
21
|
Whipplewood Advisors
Littleton,
Colorado
|
$180K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$111K
|
-$57.9K
|
-5,634
|
-34%
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
$110K
|
-$108K
|
-10,529
|
-49%
|
|
|
24
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$100K
|
+$103K
|
+10,000
|
New
|
|
|
25
|
Pasadena Private Wealth
Pasadena,
California
|
$100K
|
+$103K
|
+10,000
|
New
|
|
