|
1
|
|
$7.58M
|
-$4.3M
|
-273,436
|
-36%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.43M
|
+$3.61M
|
+229,419
|
+202%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$4.66M
|
-$84.2K
|
-5,357
|
-2%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$4.17M
|
+$739K
|
+46,970
|
+22%
|
|
|
5
|
|
$4.05M
|
+$32.1K
|
+2,043
|
+0.8%
|
|
|
6
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.52M
|
+$3.76K
|
+239
|
+0.2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.53M
|
+$4.45K
|
+283
|
+0.3%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
$1.1M
|
+$103K
|
+6,535
|
+10%
|
|
|
9
|
|
$927K
|
-$11.4K
|
-723
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$515K
|
+$8.21K
|
+522
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$411K
|
-$258K
|
-16,427
|
-39%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$388K
|
–
|
–
|
–
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$274K
|
–
|
–
|
–
|
|
|
14
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$257K
|
+$256K
|
+16,281
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$244K
|
+$242K
|
+15,400
|
New
|
|
|
16
|
Montecito Bank & Trust
Santa Barbara,
California
|
$158K
|
+$157K
|
+10,000
|
New
|
|
|
17
|
Apriem Advisors
Irvine,
California
|
$155K
|
–
|
–
|
–
|
|
|
18
|
Reilly Financial Advisors
La Mesa,
California
|
$121K
|
+$1.32K
|
+84
|
+1%
|
|
|
19
|
American International Group
New York
|
$80.2K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
-$81.1K
|
-5,157
|
-78%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$20K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
+$7.2K
|
+458
|
New
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$768K
|
-49,713
|
Closed
|
|
|
24
|
Mackay Shields LLC
New York
|
–
|
-$290K
|
-18,773
|
Closed
|
|
|
25
|
National Planning Corporation
El Segundo,
California
|
–
|
-$23.6K
|
-1,500
|
Closed
|
|
