|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$4.63M
|
-$557K
|
-33,241
|
-11%
|
|
|
2
|
|
$2.01M
|
+$38.5K
|
+2,298
|
+2%
|
|
|
3
|
Tiedemann Advisors
New York
|
$1.28M
|
+$17.3K
|
+1,033
|
+1%
|
|
|
4
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$802K
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$600K
|
-$597K
|
-35,607
|
-50%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$528K
|
+$5.18K
|
+309
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$479K
|
-$3.54K
|
-211
|
-0.7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$423K
|
-$53.9K
|
-3,214
|
-11%
|
|
|
9
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$410K
|
-$405K
|
-24,145
|
Closed
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$407K
|
+$4.28K
|
+255
|
+1%
|
|
|
11
|
|
$332K
|
-$8.38K
|
-500
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$301K
|
-$275K
|
-16,417
|
-48%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$259K
|
+$13.7K
|
+815
|
+6%
|
|
|
14
|
HCR Wealth Advisors
Los Angeles,
California
|
$218K
|
–
|
–
|
–
|
|
|
15
|
Granite Investment Partners
El Segundo,
California
|
$205K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$183K
|
+$7.88K
|
+470
|
+5%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$77K
|
+$33.2K
|
+1,982
|
+78%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$41K
|
+$25.4K
|
+1,514
|
+173%
|
|
|
19
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$35K
|
+$35K
|
+2,087
|
New
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$28K
|
+$386
|
+23
|
+1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Credit Agricole
Montrouge Cedex,
France
|
–
|
-$1.9M
|
-31,026
|
Closed
|
|
|
23
|
Apriem Advisors
Irvine,
California
|
–
|
-$39K
|
-2,373
|
Closed
|
|
