|
1
|
First Foundation Advisors
Irvine,
California
|
$2.27M
|
-$252K
|
-22,090
|
-10%
|
|
|
2
|
SOL Capital Management
Rockville,
Maryland
|
$1.86M
|
-$262
|
-23
|
-0%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.14M
|
+$177K
|
+15,550
|
+19%
|
|
|
4
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.06M
|
-$101K
|
-8,875
|
-9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$737K
|
+$9.02K
|
+791
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$566K
|
+$14.1K
|
+1,233
|
+3%
|
|
|
7
|
Horizon Kinetics Asset Management
New York
|
$460K
|
-$143K
|
-12,577
|
-24%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$315K
|
–
|
–
|
–
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$287K
|
+$8.18K
|
+717
|
+3%
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$255K
|
+$25.3K
|
+2,221
|
+11%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$225K
|
+$223K
|
+19,600
|
New
|
|
|
12
|
Wintrust Investments
Chicago,
Illinois
|
$159K
|
+$114
|
+10
|
+0.1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$139K
|
–
|
–
|
–
|
|
|
14
|
|
$119K
|
-$64.6K
|
-5,669
|
-35%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$103K
|
+$103K
|
+9,000
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$74K
|
+$9.6K
|
+842
|
+15%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$57.3K
|
–
|
–
|
–
|
|
|
19
|
Next Financial Group
Houston,
Texas
|
$36K
|
+$10.6K
|
+926
|
+42%
|
|
|
20
|
FNY Investment Advisers
New York
|
$35K
|
-$3.31K
|
-290
|
-9%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Weaver Consulting Group
Huntington Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
23
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$124K
|
-11,186
|
Closed
|
|
|
24
|
North Star Investment Management
Chicago,
Illinois
|
–
|
-$22K
|
-2,000
|
Closed
|
|
|
25
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$2K
|
-200
|
Closed
|
|
