|
1
|
|
$6.15M
|
-$1.11M
|
-71,485
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.14M
|
+$985K
|
+63,478
|
+18%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$4.33M
|
+$373K
|
+24,041
|
+9%
|
|
|
4
|
|
$4.14M
|
+$282K
|
+18,171
|
+7%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$4.08M
|
-$372K
|
-23,958
|
-8%
|
|
|
6
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.41M
|
+$3.8K
|
+245
|
+0.2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.55M
|
+$93.2K
|
+6,005
|
+6%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
$1.12M
|
+$75.3K
|
+4,854
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$510K
|
+$15.5K
|
+997
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$487K
|
+$97.5K
|
+6,282
|
+24%
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$370K
|
–
|
–
|
–
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$261K
|
–
|
–
|
–
|
|
|
13
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$246K
|
–
|
–
|
–
|
|
|
14
|
|
$217K
|
-$684K
|
-44,106
|
-75%
|
|
|
15
|
Doliver Advisors
Houston,
Texas
|
$190K
|
+$195K
|
+12,598
|
New
|
|
|
16
|
Montecito Bank & Trust
Santa Barbara,
California
|
$158K
|
–
|
–
|
–
|
|
|
17
|
Apriem Advisors
Irvine,
California
|
$154K
|
+$6.21K
|
+400
|
+4%
|
|
|
18
|
Reilly Financial Advisors
La Mesa,
California
|
$117K
|
+$1.33K
|
+86
|
+1%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$65K
|
+$59.8K
|
+3,856
|
+842%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
+$14.1K
|
+910
|
+63%
|
|
|
21
|
|
$24K
|
+$24.9K
|
+1,606
|
New
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$19K
|
–
|
–
|
–
|
|
|
23
|
American International Group
New York
|
$13.2K
|
-$65K
|
-4,186
|
-83%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$244K
|
-15,400
|
Closed
|
|
