|
1
|
|
$6.74M
|
+$169K
|
+8,829
|
+2%
|
|
|
2
|
Beta Wealth Group
San Diego,
California
|
$2.02M
|
–
|
–
|
–
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.83M
|
-$239K
|
-12,523
|
-11%
|
|
|
4
|
Regatta Capital Group
El Segundo,
California
|
$960K
|
+$986K
|
+51,644
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$940K
|
+$157K
|
+8,239
|
+19%
|
|
|
6
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$919K
|
-$132K
|
-6,900
|
-12%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$861K
|
–
|
–
|
–
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$781K
|
+$462K
|
+24,213
|
+136%
|
|
|
9
|
Davidson Trust Company
Seattle,
Washington
|
$696K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$642K
|
-$41.8K
|
-2,187
|
-6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$489K
|
-$110K
|
-5,784
|
-18%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$467K
|
-$17K
|
-891
|
-3%
|
|
|
13
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$465K
|
+$95.5K
|
+5,000
|
+25%
|
|
|
14
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$463K
|
–
|
–
|
–
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$463K
|
+$476K
|
+24,946
|
New
|
|
|
16
|
Fort Point Capital Partners
San Francisco,
California
|
$449K
|
–
|
–
|
–
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$438K
|
-$39.2K
|
-2,051
|
-8%
|
|
|
18
|
Evoke Wealth
Los Angeles,
California
|
$354K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$297K
|
-$58.7K
|
-3,073
|
-16%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$234K
|
+$33.8K
|
+1,770
|
+16%
|
|
|
21
|
Granite Investment Partners
El Segundo,
California
|
$225K
|
–
|
–
|
–
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$223K
|
+$229K
|
+12,000
|
New
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$203K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$106K
|
-$33.8K
|
-1,768
|
-24%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37K
|
+$38.2K
|
+2,000
|
New
|
|
