|
1
|
|
$7.6M
|
+$520K
|
+34,625
|
+7%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$2.46M
|
+$758K
|
+50,481
|
+40%
|
|
|
3
|
Regatta Capital Group
El Segundo,
California
|
$2.28M
|
+$1.9M
|
+126,195
|
+573%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.46M
|
+$88.7K
|
+5,908
|
+6%
|
|
|
5
|
Atria Wealth Solutions
New York
|
$720K
|
+$777K
|
+51,745
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$635K
|
-$82.4K
|
-5,483
|
-11%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$634K
|
–
|
–
|
–
|
|
|
8
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$576K
|
+$7.51K
|
+500
|
+1%
|
|
|
9
|
Davidson Trust Company
Seattle,
Washington
|
$519K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$377K
|
+$124K
|
+8,247
|
+43%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$355K
|
–
|
–
|
–
|
|
|
12
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$346K
|
–
|
–
|
–
|
|
|
13
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$346K
|
–
|
–
|
–
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$346K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$345K
|
-$71.7K
|
-4,772
|
-16%
|
|
|
16
|
Fort Point Capital Partners
San Francisco,
California
|
$334K
|
–
|
–
|
–
|
|
|
17
|
Evoke Wealth
Los Angeles,
California
|
$264K
|
–
|
–
|
–
|
|
|
18
|
Western Wealth Management
Golden,
Colorado
|
$245K
|
–
|
–
|
–
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$210K
|
-$80.1K
|
-5,336
|
-26%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$207K
|
+$60.1K
|
+4,000
|
+37%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$203K
|
+$221K
|
+14,690
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$187K
|
-$15
|
-1
|
-0%
|
|
|
23
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$158K
|
+$172K
|
+11,470
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139K
|
-$52.6K
|
-3,500
|
-26%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$82K
|
-$51.8K
|
-3,447
|
-37%
|
|
