|
1
|
|
$5.66M
|
+$75.3K
|
+4,162
|
+1%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$2M
|
+$573K
|
+31,665
|
+39%
|
|
|
3
|
Beta Wealth Group
San Diego,
California
|
$1.89M
|
+$96.5K
|
+5,337
|
+5%
|
|
|
4
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$979K
|
–
|
–
|
–
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$923K
|
-$2.19K
|
-121
|
-0.2%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$750K
|
+$55.3K
|
+3,059
|
+8%
|
|
|
7
|
Davidson Trust Company
Seattle,
Washington
|
$666K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$631K
|
+$26.4K
|
+1,461
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$496K
|
+$19.1K
|
+1,056
|
+4%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$455K
|
+$398
|
+22
|
+0.1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$447K
|
+$3.08K
|
+170
|
+0.7%
|
|
|
12
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$444K
|
–
|
–
|
–
|
|
|
13
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$430K
|
–
|
–
|
–
|
|
|
14
|
|
$395K
|
+$21.7K
|
+1,200
|
+6%
|
|
|
15
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$356K
|
+$362K
|
+20,000
|
New
|
|
|
16
|
Evoke Wealth
Los Angeles,
California
|
$340K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$332K
|
+$7.76K
|
+429
|
+2%
|
|
|
18
|
Granite Investment Partners
El Segundo,
California
|
$216K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$210K
|
+$90.5K
|
+5,000
|
+74%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$196K
|
-$181K
|
-10,014
|
-48%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$195K
|
–
|
–
|
–
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$187K
|
+$326
|
+18
|
+0.2%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
|
24
|
Liberty Wealth Management
Oakland,
California
|
$29K
|
–
|
–
|
–
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$27K
|
–
|
–
|
–
|
|
