|
1
|
|
$5.72M
|
+$29K
|
+1,752
|
+0.5%
|
|
|
2
|
Regatta Capital Group
El Segundo,
California
|
$2.23M
|
+$1.5M
|
+90,521
|
+175%
|
|
|
3
|
Beta Wealth Group
San Diego,
California
|
$1.9M
|
+$235K
|
+14,175
|
+13%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.55M
|
+$8.3K
|
+501
|
+0.5%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$1.28M
|
+$652K
|
+39,317
|
+93%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$777K
|
-$17.8K
|
-1,075
|
-2%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$703K
|
-$26.4K
|
-1,596
|
-3%
|
|
|
8
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$605K
|
-$181K
|
-10,900
|
-22%
|
|
|
9
|
Davidson Trust Company
Seattle,
Washington
|
$588K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$549K
|
+$6.02K
|
+363
|
+1%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$416K
|
+$49.5K
|
+2,985
|
+13%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$413K
|
–
|
–
|
–
|
|
|
13
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$393K
|
–
|
–
|
–
|
|
|
14
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$392K
|
–
|
–
|
–
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$392K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$388K
|
-$7.31K
|
-441
|
-2%
|
|
|
17
|
Fort Point Capital Partners
San Francisco,
California
|
$379K
|
–
|
–
|
–
|
|
|
18
|
Evoke Wealth
Los Angeles,
California
|
$300K
|
–
|
–
|
–
|
|
|
19
|
Western Wealth Management
Golden,
Colorado
|
$278K
|
+$292K
|
+17,650
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$244K
|
-$7.11K
|
-429
|
-3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$205K
|
+$8.29K
|
+500
|
+4%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$172K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$152K
|
+$66K
|
+3,981
|
+70%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31K
|
–
|
–
|
–
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$24K
|
+$25.7K
|
+1,552
|
New
|
|
