|
1
|
LPL Financial
San Diego,
California
|
$11.4M
|
-$354K
|
-22,571
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.11M
|
-$1.21M
|
-76,895
|
-15%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$6.45M
|
+$409K
|
+26,059
|
+7%
|
|
|
4
|
Advisors Asset Management
Monument,
Colorado
|
$6.21M
|
+$547K
|
+34,834
|
+10%
|
|
|
5
|
|
$4.34M
|
-$359K
|
-22,901
|
-8%
|
|
|
6
|
|
$4.08M
|
+$395K
|
+25,198
|
+11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.64M
|
+$1.38K
|
+88
|
+0%
|
|
|
8
|
Leisure Capital Management
Costa Mesa,
California
|
$2.34M
|
-$2.27M
|
-144,366
|
Closed
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.26M
|
+$24.6K
|
+1,566
|
+1%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$1.6M
|
-$29K
|
-1,849
|
-2%
|
|
|
11
|
Private Management Group
Irvine,
California
|
$1.57M
|
-$1.36M
|
-86,935
|
-47%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
-$49.2K
|
-3,134
|
-3%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.11M
|
-$37.6K
|
-2,399
|
-3%
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$739K
|
+$628K
|
+40,000
|
+654%
|
|
|
15
|
|
$735K
|
-$767K
|
-48,912
|
-52%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$724K
|
-$138K
|
-8,800
|
-16%
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
$673K
|
–
|
–
|
–
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$516K
|
-$223K
|
-14,202
|
-31%
|
|
|
19
|
Gupta Wealth Management
San Diego,
California
|
$392K
|
–
|
–
|
–
|
|
|
20
|
Montecito Bank & Trust
Santa Barbara,
California
|
$338K
|
-$31.4K
|
-2,000
|
-9%
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
$313K
|
-$6.28K
|
-400
|
-2%
|
|
|
22
|
North Star Investment Management
Chicago,
Illinois
|
$306K
|
–
|
–
|
–
|
|
|
23
|
Security National Trust
Wheeling,
West Virginia
|
$301K
|
–
|
–
|
–
|
|
|
24
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$277K
|
+$271K
|
+17,270
|
New
|
|
|
25
|
Diligent Investors
Redlands,
California
|
$276K
|
–
|
–
|
–
|
|
