|
1
|
First Foundation Advisors
Irvine,
California
|
$7.26M
|
+$319K
|
+30,705
|
+5%
|
|
|
2
|
|
$5.1M
|
+$17.6K
|
+1,695
|
+0.4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
+$581K
|
+55,901
|
+15%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$2.56M
|
-$909K
|
-87,396
|
-27%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$2.5M
|
+$601K
|
+57,781
|
+32%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
-$650K
|
-62,496
|
-24%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$1.63M
|
-$93.6K
|
-9,000
|
-6%
|
|
|
8
|
Advisors Asset Management
Monument,
Colorado
|
$910K
|
+$32.1K
|
+3,087
|
+4%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$862K
|
-$62.4K
|
-6,000
|
-7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$804K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$613K
|
+$5.2K
|
+500
|
+0.9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$578K
|
+$139K
|
+13,373
|
+33%
|
|
|
13
|
Winfield Associates
Cleveland,
Ohio
|
$482K
|
+$10.4K
|
+1,000
|
+2%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$453K
|
+$83
|
+8
|
+0%
|
|
|
15
|
|
$424K
|
+$1.51K
|
+145
|
+0.4%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$334K
|
–
|
–
|
–
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$291K
|
-$4.16K
|
-400
|
-1%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$276K
|
+$10
|
+1
|
+0%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$274K
|
+$3.61K
|
+347
|
+1%
|
|
|
20
|
HCR Wealth Advisors
Los Angeles,
California
|
$209K
|
-$203K
|
-19,549
|
-50%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$202K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$181K
|
-$164K
|
-15,804
|
-48%
|
|
|
23
|
Garrison Point Advisors
Walnut Creek,
California
|
$181K
|
–
|
–
|
–
|
|
|
24
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$176K
|
–
|
–
|
–
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$175K
|
–
|
–
|
–
|
|
