|
1
|
First Foundation Advisors
Irvine,
California
|
$1.66M
|
+$617K
|
+39,265
|
+65%
|
|
|
2
|
|
$817K
|
-$291K
|
-18,521
|
-27%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$715K
|
+$504K
|
+32,060
|
+291%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$667K
|
-$49.2K
|
-3,126
|
-7%
|
|
|
5
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$465K
|
–
|
–
|
–
|
|
|
6
|
Winfield Associates
Cleveland,
Ohio
|
$266K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$260K
|
+$246K
|
+15,639
|
New
|
|
|
8
|
Alpha Cubed Investments
Irvine,
California
|
$233K
|
+$10.2K
|
+650
|
+5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$197K
|
–
|
–
|
–
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$174K
|
+$165K
|
+10,485
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$121K
|
–
|
–
|
–
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$70K
|
–
|
–
|
–
|
|
|
13
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$70K
|
+$189
|
+12
|
+0.3%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
15
|
|
$37K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$23K
|
-$39.3K
|
-2,500
|
-64%
|
|
|
18
|
Reilly Financial Advisors
La Mesa,
California
|
$21K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
+$11K
|
+700
|
New
|
|
|
20
|
|
–
|
-$432K
|
-27,490
|
Closed
|
|
|
21
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$421K
|
-26,776
|
Closed
|
|
|
22
|
Relative Value Partners Group
|
–
|
-$340K
|
-21,549
|
Closed
|
|
|
23
|
FNY Investment Advisers
New York
|
–
|
-$1K
|
-86
|
Closed
|
|
