|
1
|
|
$6.77M
|
+$216K
|
+14,279
|
+3%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$5.2M
|
-$150K
|
-9,919
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.96M
|
+$561K
|
+37,154
|
+13%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$2.66M
|
-$70.8K
|
-4,685
|
-3%
|
|
|
5
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.51M
|
–
|
–
|
–
|
|
|
6
|
|
$1.48M
|
-$985K
|
-65,215
|
-40%
|
|
|
7
|
Karp Capital Management
Sausalito,
California
|
$1.26M
|
+$8.01K
|
+530
|
+0.6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$997K
|
+$76.5K
|
+5,066
|
+8%
|
|
|
9
|
Doliver Advisors
Houston,
Texas
|
$912K
|
+$379K
|
+25,066
|
+72%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$866K
|
+$30.3K
|
+2,003
|
+4%
|
|
|
11
|
Corient Capital Partners
Newport Beach,
California
|
$840K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$579K
|
+$92.7K
|
+6,138
|
+19%
|
|
|
13
|
HCR Wealth Advisors
Los Angeles,
California
|
$503K
|
-$31K
|
-2,050
|
-6%
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$394K
|
–
|
–
|
–
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$371K
|
–
|
–
|
–
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$246K
|
+$45.3K
|
+3,000
|
+23%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$237K
|
+$236K
|
+15,600
|
New
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$207K
|
–
|
–
|
–
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$205K
|
+$13.4K
|
+890
|
+7%
|
|
|
20
|
First Trust Advisors
Wheaton,
Illinois
|
$161K
|
+$160K
|
+10,575
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$159K
|
+$158K
|
+10,450
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$139K
|
–
|
–
|
–
|
|
|
23
|
Reilly Financial Advisors
La Mesa,
California
|
$131K
|
+$1.31K
|
+87
|
+1%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$19K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$18K
|
–
|
–
|
–
|
|
