|
1
|
|
$5.64M
|
-$214K
|
-12,062
|
-4%
|
|
|
2
|
Beta Wealth Group
San Diego,
California
|
$1.81M
|
+$1.78M
|
+100,483
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.45M
|
+$519K
|
+29,254
|
+57%
|
|
|
4
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$988K
|
–
|
–
|
–
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$934K
|
+$423K
|
+23,851
|
+85%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$702K
|
-$6.45K
|
-364
|
-0.9%
|
|
|
7
|
Davidson Trust Company
Seattle,
Washington
|
$673K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$611K
|
+$58.5K
|
+3,300
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$481K
|
+$49.6K
|
+2,798
|
+12%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$457K
|
+$453K
|
+25,527
|
New
|
|
|
11
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$449K
|
+$442K
|
+24,946
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$448K
|
+$2.89K
|
+163
|
+0.7%
|
|
|
13
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$434K
|
–
|
–
|
–
|
|
|
14
|
HCR Wealth Advisors
Los Angeles,
California
|
$383K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$378K
|
-$20K
|
-1,126
|
-5%
|
|
|
16
|
|
$378K
|
–
|
–
|
–
|
|
|
17
|
Evoke Wealth
Los Angeles,
California
|
$343K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$327K
|
-$9.1K
|
-513
|
-3%
|
|
|
19
|
Granite Investment Partners
El Segundo,
California
|
$218K
|
–
|
–
|
–
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$196K
|
–
|
–
|
–
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$189K
|
+$186K
|
+10,508
|
New
|
|
|
22
|
Millennium Management
New York
|
$185K
|
+$183K
|
+10,312
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$122K
|
+$8.87K
|
+500
|
+8%
|
|
|
24
|
Safeguard Investment Advisory Group
Corona,
California
|
$98K
|
+$96.9K
|
+5,464
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
