|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$3.87M
|
-$442K
|
-29,196
|
-10%
|
|
|
2
|
|
$3.67M
|
+$360K
|
+23,773
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.89M
|
-$156K
|
-10,287
|
-7%
|
|
|
4
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.65M
|
+$1.75M
|
+115,600
|
New
|
|
|
5
|
|
$1.34M
|
+$363K
|
+23,976
|
+34%
|
|
|
6
|
Curi RMB Capital
Chicago,
Illinois
|
$688K
|
+$730K
|
+48,210
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$429K
|
+$152
|
+10
|
+0%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$393K
|
+$19.1K
|
+1,262
|
+5%
|
|
|
9
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$345K
|
–
|
–
|
–
|
|
|
10
|
|
$341K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$331K
|
+$103K
|
+6,794
|
+42%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$291K
|
-$469K
|
-30,926
|
-60%
|
|
|
13
|
American International Group
New York
|
$222K
|
+$98.6K
|
+6,505
|
+72%
|
|
|
14
|
Hollencrest Capital Management
Newport Beach,
California
|
$215K
|
–
|
–
|
–
|
|
|
15
|
Granite Investment Partners
El Segundo,
California
|
$173K
|
–
|
–
|
–
|
|
|
16
|
Doliver Advisors
Houston,
Texas
|
$170K
|
+$180K
|
+11,871
|
New
|
|
|
17
|
Virtu KCG Holdings
New York
|
$150K
|
+$160K
|
+10,532
|
New
|
|
|
18
|
Integrated Wealth Counsel
Carmel,
California
|
$50K
|
–
|
–
|
–
|
|
|
19
|
Apriem Advisors
Irvine,
California
|
$34K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8K
|
-$45.3K
|
-2,991
|
-84%
|
|
|
22
|
Neumann Capital Management
Foster City,
California
|
–
|
-$155K
|
-10,000
|
Closed
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$17K
|
-1,070
|
Closed
|
|
