|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.47M
|
+$32.1K
|
+2,066
|
+0.5%
|
|
|
2
|
|
$5.06M
|
-$1.36M
|
-87,761
|
-22%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$4.77M
|
+$478K
|
+30,790
|
+11%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$4.41M
|
-$137K
|
-8,845
|
-3%
|
|
|
5
|
|
$4.19M
|
-$147K
|
-9,463
|
-3%
|
|
|
6
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.53M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.41M
|
-$216K
|
-13,944
|
-14%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
$1.38M
|
+$201K
|
+12,956
|
+17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$674K
|
+$132K
|
+8,500
|
+25%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$550K
|
+$39.5K
|
+2,546
|
+8%
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$456K
|
+$66.7K
|
+4,300
|
+18%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$274K
|
–
|
–
|
–
|
|
|
13
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$258K
|
–
|
–
|
–
|
|
|
14
|
Concert Wealth Management
San Jose,
California
|
$253K
|
+$248K
|
+16,000
|
New
|
|
|
15
|
Montecito Bank & Trust
Santa Barbara,
California
|
$206K
|
+$46.6K
|
+3,000
|
+30%
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$162K
|
–
|
–
|
–
|
|
|
17
|
Reilly Financial Advisors
La Mesa,
California
|
$124K
|
+$1.38K
|
+89
|
+1%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$68K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37K
|
–
|
–
|
–
|
|
|
20
|
|
$26K
|
+$124
|
+8
|
+0.5%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$20K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20K
|
+$19.9K
|
+1,279
|
New
|
|
|
23
|
|
–
|
-$217K
|
-14,396
|
Closed
|
|
|
24
|
Doliver Advisors
Houston,
Texas
|
–
|
-$190K
|
-12,598
|
Closed
|
|
|
25
|
American International Group
New York
|
–
|
-$13.2K
|
-878
|
Closed
|
|
