|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$3.59M
|
+$552K
|
+42,069
|
+18%
|
|
|
2
|
|
$2.38M
|
-$558K
|
-42,485
|
-19%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.11M
|
+$1.11M
|
+84,862
|
+110%
|
|
|
4
|
Integrated Wealth Counsel
Carmel,
California
|
$1.56M
|
-$928K
|
-70,740
|
-37%
|
|
|
5
|
|
$927K
|
+$350K
|
+26,692
|
+60%
|
|
|
6
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$615K
|
+$621K
|
+47,300
|
New
|
|
|
7
|
|
$571K
|
-$117K
|
-8,930
|
-17%
|
|
|
8
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$314K
|
-$20.3K
|
-1,550
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$310K
|
-$52.5K
|
-3,999
|
-14%
|
|
|
10
|
|
$296K
|
-$151K
|
-11,535
|
-34%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$215K
|
+$31.5K
|
+2,402
|
+17%
|
|
|
12
|
SG Americas Securities
New York
|
$188K
|
+$189K
|
+14,424
|
New
|
|
|
13
|
Hollencrest Capital Management
Newport Beach,
California
|
$173K
|
+$174K
|
+13,283
|
New
|
|
|
14
|
Granite Investment Partners
El Segundo,
California
|
$158K
|
–
|
–
|
–
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$45K
|
+$46.1K
|
+3,515
|
New
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$31K
|
–
|
–
|
–
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$14K
|
-$865K
|
-65,900
|
-98%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
+$13.1K
|
+1,000
|
New
|
|
|
20
|
Concert Wealth Management
San Jose,
California
|
–
|
-$154K
|
-11,800
|
Closed
|
|
|
21
|
|
–
|
-$17K
|
-1,300
|
Closed
|
|
|
22
|
|
–
|
-$7K
|
-558
|
Closed
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$3K
|
-225
|
Closed
|
|
