|
1
|
First Foundation Advisors
Irvine,
California
|
$8.88M
|
+$1.31M
|
+123,254
|
+17%
|
|
|
2
|
Horizon Kinetics
New York
|
$5.25M
|
-$218K
|
-20,491
|
-4%
|
|
|
3
|
American International Group
New York
|
$2.81M
|
-$140K
|
-13,155
|
-5%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$1.42M
|
-$313K
|
-29,311
|
-18%
|
|
|
5
|
|
$254K
|
-$41.8K
|
-3,916
|
-14%
|
|
|
6
|
National Planning Corporation
El Segundo,
California
|
$212K
|
-$63.9K
|
-5,993
|
-23%
|
|
|
7
|
MSI Financial Services
Springfield,
Massachusetts
|
$150K
|
–
|
–
|
–
|
|
|
8
|
Benchmark Capital Advisors
New York
|
$131K
|
–
|
–
|
–
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$109K
|
+$110K
|
+10,293
|
New
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$93K
|
+$19.2K
|
+1,801
|
+26%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$90K
|
+$67.6K
|
+6,339
|
+303%
|
|
|
12
|
|
$84K
|
–
|
–
|
–
|
|
|
13
|
Edge Wealth Management
New York
|
$74K
|
+$74.6K
|
+7,000
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$66K
|
-$9.05K
|
-849
|
-12%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$32K
|
+$10.7K
|
+1,001
|
+50%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$18K
|
-$11
|
-1
|
-0.1%
|
|
|
17
|
Glassman Wealth Services
Vienna,
Virginia
|
$11K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Saturna Capital
Bellingham,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5K
|
+$4.62K
|
+433
|
New
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$3K
|
+$3.52K
|
+330
|
New
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$512
|
+48
|
New
|
|
|
24
|
|
–
|
-$19.7K
|
-1,845
|
-99%
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
–
|
-$6K
|
-596
|
Closed
|
|
