|
1
|
|
$6.69M
|
+$378K
|
+19,943
|
+6%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.1M
|
-$7.49K
|
-395
|
-0.4%
|
|
|
3
|
Beta Wealth Group
San Diego,
California
|
$2.02M
|
-$853
|
-45
|
-0%
|
|
|
4
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.06M
|
+$26.5K
|
+1,400
|
+3%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$876K
|
-$78K
|
-4,114
|
-8%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$800K
|
-$18.3K
|
-963
|
-2%
|
|
|
7
|
Davidson Trust Company
Seattle,
Washington
|
$708K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$695K
|
+$18.9K
|
+995
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$607K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$492K
|
+$1.97K
|
+104
|
+0.4%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$484K
|
+$379
|
+20
|
+0.1%
|
|
|
12
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$471K
|
–
|
–
|
–
|
|
|
13
|
Fort Point Capital Partners
San Francisco,
California
|
$456K
|
+$458K
|
+24,145
|
New
|
|
|
14
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$378K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$360K
|
-$17.7K
|
-931
|
-5%
|
|
|
16
|
Evoke Wealth
Los Angeles,
California
|
$360K
|
–
|
–
|
–
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$337K
|
+$338K
|
+17,842
|
New
|
|
|
18
|
Granite Investment Partners
El Segundo,
California
|
$229K
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$206K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$204K
|
-$37.9K
|
-2,000
|
-16%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$200K
|
+$512
|
+27
|
+0.3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$141K
|
-$51.6K
|
-2,722
|
-27%
|
|
|
23
|
Liberty Wealth Management
Oakland,
California
|
$30K
|
–
|
–
|
–
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$28K
|
–
|
–
|
–
|
|
|
25
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1K
|
+$19
|
+1
|
New
|
|
