|
1
|
First Foundation Advisors
Irvine,
California
|
$7.48M
|
-$196K
|
-18,492
|
-3%
|
|
|
2
|
|
$6.02M
|
-$68.2K
|
-6,437
|
-1%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$4.57M
|
+$378K
|
+35,709
|
+9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.2M
|
-$2.04M
|
-193,019
|
-39%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.5M
|
-$23.9K
|
-2,260
|
-1%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$1.42M
|
-$10.2K
|
-962
|
-0.7%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$1.23M
|
-$180K
|
-16,977
|
-13%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$916K
|
+$73.8K
|
+6,963
|
+9%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$719K
|
-$6.36K
|
-600
|
-0.9%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$602K
|
-$12.2K
|
-1,150
|
-2%
|
|
|
11
|
Coe Capital Management
Highland Park,
Illinois
|
$598K
|
–
|
–
|
–
|
|
|
12
|
Winfield Associates
Cleveland,
Ohio
|
$558K
|
+$17K
|
+1,600
|
+3%
|
|
|
13
|
HCR Wealth Advisors
Los Angeles,
California
|
$510K
|
+$646
|
+61
|
+0.1%
|
|
|
14
|
Mission Creek Capital Partners
San Francisco,
California
|
$417K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$386K
|
-$15.6K
|
-1,475
|
-4%
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$351K
|
+$2.19K
|
+207
|
+0.6%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$340K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$323K
|
-$97.4K
|
-9,197
|
-23%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$300K
|
+$1.89K
|
+178
|
+0.6%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$280K
|
+$10.6K
|
+1,000
|
+4%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$258K
|
+$3.75K
|
+354
|
+1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$234K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$214K
|
-$2.12K
|
-200
|
-1%
|
|
|
24
|
Garrison Point Advisors
Walnut Creek,
California
|
$200K
|
–
|
–
|
–
|
|
|
25
|
RB Capital Management
Reno,
Nevada
|
$196K
|
+$27.9K
|
+2,632
|
+17%
|
|
