|
1
|
First Foundation Advisors
Irvine,
California
|
$7.42M
|
+$126K
|
+12,020
|
+2%
|
|
|
2
|
|
$5.76M
|
+$623K
|
+59,427
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.75M
|
+$157K
|
+14,994
|
+3%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$3.29M
|
+$760K
|
+72,505
|
+31%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.45M
|
+$390K
|
+37,189
|
+19%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$1.51M
|
-$125K
|
-11,933
|
-8%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$1.35M
|
-$1.2M
|
-114,234
|
-47%
|
|
|
8
|
Advisors Asset Management
Monument,
Colorado
|
$1.13M
|
+$210K
|
+20,072
|
+23%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$851K
|
-$14.7K
|
-1,401
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$804K
|
-$3.64K
|
-347
|
-0.5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$649K
|
+$32.5K
|
+3,100
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$582K
|
+$870
|
+83
|
+0.2%
|
|
|
13
|
Winfield Associates
Cleveland,
Ohio
|
$485K
|
–
|
–
|
–
|
|
|
14
|
HCR Wealth Advisors
Los Angeles,
California
|
$473K
|
+$259K
|
+24,679
|
+125%
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$455K
|
+$84
|
+8
|
+0%
|
|
|
16
|
Mission Creek Capital Partners
San Francisco,
California
|
$412K
|
+$406K
|
+38,700
|
New
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$336K
|
–
|
–
|
–
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$292K
|
+$17.3K
|
+1,653
|
+6%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$275K
|
-$15.7K
|
-1,500
|
-6%
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$267K
|
-$10.5K
|
-999
|
-4%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$262K
|
+$258K
|
+24,639
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$243K
|
+$70.2K
|
+6,700
|
+42%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$209K
|
+$27K
|
+2,572
|
+15%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$203K
|
–
|
–
|
–
|
|
|
25
|
Garrison Point Advisors
Walnut Creek,
California
|
$182K
|
–
|
–
|
–
|
|
