|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$4.24M
|
-$458K
|
-26,839
|
-10%
|
|
|
2
|
|
$2.09M
|
+$56.6K
|
+3,320
|
+3%
|
|
|
3
|
Tiedemann Advisors
New York
|
$1.21M
|
-$53.7K
|
-3,148
|
-4%
|
|
|
4
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$811K
|
-$1.71K
|
-100
|
-0.2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$694K
|
+$264K
|
+15,470
|
+62%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$545K
|
+$10.3K
|
+604
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$529K
|
-$78K
|
-4,572
|
-13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$490K
|
+$4.83K
|
+283
|
+1%
|
|
|
9
|
Advisor Group
Phoenix,
Arizona
|
$467K
|
+$54.9K
|
+3,219
|
+13%
|
|
|
10
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$415K
|
–
|
–
|
–
|
|
|
11
|
|
$338K
|
–
|
–
|
–
|
|
|
12
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$335K
|
+$332K
|
+19,500
|
New
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$252K
|
-$9.72K
|
-570
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$221K
|
-$83.3K
|
-4,884
|
-28%
|
|
|
15
|
HCR Wealth Advisors
Los Angeles,
California
|
$221K
|
–
|
–
|
–
|
|
|
16
|
Granite Investment Partners
El Segundo,
California
|
$208K
|
–
|
–
|
–
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$186K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$119K
|
+$77.7K
|
+4,558
|
+191%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43K
|
+$34.1K
|
+2,000
|
+398%
|
|
|
20
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$36K
|
–
|
–
|
–
|
|
|
21
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$4K
|
+$4.18K
|
+245
|
New
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$77K
|
-4,512
|
Closed
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$28K
|
-1,659
|
Closed
|
|
