|
1
|
|
$6.32M
|
+$186K
|
+18,639
|
+3%
|
|
|
2
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.1M
|
+$1.1M
|
+110,016
|
+323,576%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$789K
|
+$74.4K
|
+7,470
|
+10%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$500K
|
+$195K
|
+19,582
|
+64%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$452K
|
+$87.1K
|
+8,750
|
+24%
|
|
|
6
|
Narwhal Capital Management
Marietta,
Georgia
|
$293K
|
+$183K
|
+18,407
|
+168%
|
|
|
7
|
Cypress Wealth Services
Palm Desert,
California
|
$250K
|
–
|
–
|
–
|
|
|
8
|
Independent Financial Group
San Diego,
California
|
$232K
|
+$231K
|
+23,206
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$172K
|
+$1.96K
|
+197
|
+1%
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$171K
|
-$548
|
-55
|
-0.3%
|
|
|
11
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$142K
|
–
|
–
|
–
|
|
|
12
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$133K
|
-$16.1K
|
-1,615
|
-11%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$123K
|
-$87.1K
|
-8,750
|
-42%
|
|
|
14
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$110K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
+$289
|
+29
|
+0.6%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$24K
|
+$9.94K
|
+998
|
+72%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$107K
|
-10,833
|
Closed
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$12K
|
-1,220
|
Closed
|
|
