|
1
|
Advisors Asset Management
Monument,
Colorado
|
$6.3M
|
+$537K
|
+37,002
|
+10%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$5.52M
|
+$362K
|
+24,939
|
+7%
|
|
|
3
|
|
$4.44M
|
-$178K
|
-12,296
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.61M
|
-$823K
|
-56,742
|
-19%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.2M
|
+$1.23M
|
+85,088
|
+140%
|
|
|
6
|
HighVista Strategies
Boston,
Massachusetts
|
$1.67M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.49M
|
+$398K
|
+27,396
|
+38%
|
|
|
8
|
|
$892K
|
-$53.2K
|
-3,664
|
-6%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$630K
|
+$607K
|
+41,819
|
New
|
|
|
10
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$616K
|
-$145K
|
-10,000
|
-20%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$450K
|
+$280K
|
+19,289
|
+182%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$324K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
14
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$265K
|
-$43.5K
|
-3,000
|
-15%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$241K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$228K
|
+$25.5K
|
+1,755
|
+13%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$219K
|
-$69.2K
|
-4,770
|
-25%
|
|
|
18
|
Bank of Stockton
Stockton,
California
|
$181K
|
+$174K
|
+12,000
|
New
|
|
|
19
|
Oppenheimer & Co
New York
|
$168K
|
+$8.4K
|
+579
|
+5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$151K
|
+$15
|
+1
|
+0%
|
|
|
21
|
Security National Trust
Wheeling,
West Virginia
|
$66K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$52K
|
–
|
–
|
–
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$51K
|
–
|
–
|
–
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$45K
|
+$14.5K
|
+1,000
|
+50%
|
|
|
25
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$38K
|
–
|
–
|
–
|
|
