|
1
|
|
$6.34M
|
+$1.28M
|
+81,119
|
+25%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$4.96M
|
+$192K
|
+12,164
|
+4%
|
|
|
3
|
|
$4.26M
|
+$78.3K
|
+4,965
|
+2%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$3.38M
|
-$1.01M
|
-64,323
|
-23%
|
|
|
5
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.52M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.1M
|
-$4.36M
|
-276,215
|
-68%
|
|
|
7
|
Karp Capital Management
Sausalito,
California
|
$1.39M
|
+$6.81K
|
+432
|
+0.5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
-$63.7K
|
-4,042
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.29M
|
+$604K
|
+38,315
|
+91%
|
|
|
10
|
Laurion Capital Management
New York
|
$1.19M
|
+$1.19M
|
+75,478
|
New
|
|
|
11
|
Curi RMB Capital
Chicago,
Illinois
|
$816K
|
+$813K
|
+51,553
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$528K
|
-$21.4K
|
-1,359
|
-4%
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$410K
|
+$136K
|
+8,603
|
+50%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$387K
|
-$68.9K
|
-4,370
|
-15%
|
|
|
15
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$258K
|
–
|
–
|
–
|
|
|
16
|
Montecito Bank & Trust
Santa Barbara,
California
|
$206K
|
–
|
–
|
–
|
|
|
17
|
Girard Securities
San Diego,
California
|
$196K
|
+$195K
|
+12,361
|
New
|
|
|
18
|
Apriem Advisors
Irvine,
California
|
$161K
|
–
|
–
|
–
|
|
|
19
|
Reilly Financial Advisors
La Mesa,
California
|
$125K
|
+$1.37K
|
+87
|
+1%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$81K
|
+$13K
|
+826
|
+19%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$24K
|
+$24K
|
+1,522
|
New
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$20K
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
+$4.73K
|
+300
|
New
|
|
|
25
|
Concert Wealth Management
San Jose,
California
|
–
|
-$253K
|
-16,000
|
Closed
|
|
