|
1
|
|
$7.17M
|
-$77K
|
-4,901
|
-1%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$5.44M
|
-$384K
|
-24,407
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.88M
|
+$1.94M
|
+123,529
|
+94%
|
|
|
4
|
|
$3.12M
|
-$474K
|
-30,168
|
-13%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$2.63M
|
-$281K
|
-17,846
|
-9%
|
|
|
6
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.49M
|
+$58.2K
|
+3,700
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.15M
|
+$123K
|
+7,801
|
+12%
|
|
|
8
|
Corient Capital Partners
Newport Beach,
California
|
$844K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$775K
|
-$132K
|
-8,424
|
-14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$601K
|
-$23.1K
|
-1,467
|
-4%
|
|
|
11
|
HCR Wealth Advisors
Los Angeles,
California
|
$502K
|
+$517K
|
+32,885
|
New
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$396K
|
–
|
–
|
–
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$373K
|
–
|
–
|
–
|
|
|
14
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$249K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$208K
|
-$39.3K
|
-2,500
|
-16%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$208K
|
+$26K
|
+1,652
|
+14%
|
|
|
17
|
Apriem Advisors
Irvine,
California
|
$202K
|
+$43.2K
|
+2,750
|
+26%
|
|
|
18
|
Montecito Bank & Trust
Santa Barbara,
California
|
$199K
|
+$204K
|
+13,000
|
New
|
|
|
19
|
Girard Securities
San Diego,
California
|
$194K
|
–
|
–
|
–
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$192K
|
+$23.6K
|
+1,500
|
+14%
|
|
|
21
|
Laurion Capital Management
New York
|
$188K
|
+$193K
|
+12,282
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$140K
|
+$94.3K
|
+6,000
|
+190%
|
|
|
23
|
Reilly Financial Advisors
La Mesa,
California
|
$127K
|
+$1.37K
|
+87
|
+1%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$19K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$18K
|
–
|
–
|
–
|
|
