|
1
|
|
$8.16M
|
+$465K
|
+26,714
|
+6%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$6.54M
|
+$571K
|
+32,835
|
+9%
|
|
|
3
|
|
$4.03M
|
-$58.6K
|
-3,367
|
-1%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$3.27M
|
+$660K
|
+37,939
|
+25%
|
|
|
5
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.74M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.25M
|
-$42.1K
|
-2,419
|
-2%
|
|
|
7
|
Karp Capital Management
Sausalito,
California
|
$1.34M
|
-$98.4K
|
-5,655
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.16M
|
+$378K
|
+21,738
|
+48%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.02M
|
+$233K
|
+13,404
|
+29%
|
|
|
10
|
Corient Capital Partners
Newport Beach,
California
|
$950K
|
+$962K
|
+55,276
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$695K
|
–
|
–
|
–
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$445K
|
–
|
–
|
–
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$420K
|
–
|
–
|
–
|
|
|
14
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$280K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$276K
|
–
|
–
|
–
|
|
|
16
|
Girard Securities
San Diego,
California
|
$218K
|
+$887
|
+51
|
+0.4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$206K
|
-$16.9K
|
-972
|
-8%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$189K
|
+$192K
|
+11,041
|
New
|
|
|
19
|
Apriem Advisors
Irvine,
California
|
$180K
|
–
|
–
|
–
|
|
|
20
|
Reilly Financial Advisors
La Mesa,
California
|
$141K
|
+$1.39K
|
+80
|
+1%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$54K
|
-$35.4K
|
-2,034
|
-39%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$22K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$21K
|
+$20.9K
|
+1,200
|
New
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$12K
|
–
|
–
|
–
|
|
