|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$5M
|
-$660K
|
-40,889
|
-12%
|
|
|
2
|
Credit Agricole
Montrouge Cedex,
France
|
$1.9M
|
+$500K
|
+31,026
|
New
|
|
|
3
|
|
$1.89M
|
+$80K
|
+4,960
|
+4%
|
|
|
4
|
Tiedemann Advisors
New York
|
$1.21M
|
+$17.1K
|
+1,060
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.15M
|
-$74.7K
|
-4,631
|
-6%
|
|
|
6
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$770K
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$556K
|
-$37.5K
|
-2,323
|
-6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$502K
|
+$18.8K
|
+1,168
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$463K
|
-$85.9K
|
-5,325
|
-16%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$458K
|
-$20.9K
|
-1,294
|
-4%
|
|
|
11
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$393K
|
–
|
–
|
–
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$386K
|
+$17.8K
|
+1,102
|
+5%
|
|
|
13
|
|
$328K
|
-$8.07K
|
-500
|
-2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$235K
|
+$258
|
+16
|
+0.1%
|
|
|
15
|
HCR Wealth Advisors
Los Angeles,
California
|
$209K
|
–
|
–
|
–
|
|
|
16
|
Granite Investment Partners
El Segundo,
California
|
$197K
|
-$306
|
-19
|
-0.2%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$168K
|
-$9.44K
|
-585
|
-5%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$41K
|
–
|
–
|
–
|
|
|
19
|
Apriem Advisors
Irvine,
California
|
$39K
|
–
|
–
|
–
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$26K
|
+$306
|
+19
|
+1%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14K
|
-$142K
|
-8,800
|
-91%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$840K
|
-53,569
|
Closed
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$235K
|
-15,000
|
Closed
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
–
|
-$2K
|
-15,000
|
Closed
|
|
