|
1
|
|
$5.76M
|
+$666K
|
+38,585
|
+13%
|
|
|
2
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$973K
|
-$34.5K
|
-2,000
|
-4%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$910K
|
-$174K
|
-10,067
|
-16%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$781K
|
+$761K
|
+44,112
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$698K
|
+$49.2K
|
+2,853
|
+8%
|
|
|
6
|
Davidson Trust Company
Seattle,
Washington
|
$662K
|
–
|
–
|
–
|
|
|
7
|
Wedbush Securities
Los Angeles,
California
|
$650K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$543K
|
+$10.6K
|
+617
|
+2%
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$540K
|
-$18.9K
|
-1,095
|
-3%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$497K
|
-$9.84K
|
-570
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$438K
|
+$10.4K
|
+600
|
+2%
|
|
|
12
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$427K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$424K
|
-$16.6K
|
-959
|
-4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$392K
|
+$104K
|
+6,007
|
+37%
|
|
|
15
|
HCR Wealth Advisors
Los Angeles,
California
|
$377K
|
–
|
–
|
–
|
|
|
16
|
|
$372K
|
–
|
–
|
–
|
|
|
17
|
Evoke Wealth
Los Angeles,
California
|
$338K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$331K
|
+$17.6K
|
+1,022
|
+6%
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
$256K
|
+$249K
|
+14,447
|
New
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$237K
|
-$880
|
-51
|
-0.4%
|
|
|
21
|
Granite Investment Partners
El Segundo,
California
|
$214K
|
–
|
–
|
–
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$194K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112K
|
+$51.8K
|
+3,000
|
+91%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
|
25
|
Liberty Wealth Management
Oakland,
California
|
$28K
|
–
|
–
|
–
|
|
