|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$5.42M
|
+$728K
|
+60,626
|
+16%
|
|
|
2
|
|
$1.63M
|
-$114K
|
-9,500
|
-7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.61M
|
+$349K
|
+29,073
|
+28%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.05M
|
-$415K
|
-34,545
|
-29%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$984K
|
-$863K
|
-71,854
|
-48%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$611K
|
+$43.2K
|
+3,600
|
+8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$393K
|
+$26K
|
+2,169
|
+7%
|
|
|
8
|
Curi RMB Capital
Chicago,
Illinois
|
$269K
|
+$263K
|
+21,900
|
New
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$236K
|
+$218K
|
+18,150
|
+1,815%
|
|
|
10
|
Hollencrest Capital Management
Newport Beach,
California
|
$173K
|
–
|
–
|
–
|
|
|
11
|
Concert Wealth Management
San Jose,
California
|
$170K
|
-$6K
|
-500
|
-4%
|
|
|
12
|
Destination Wealth Management
Walnut Creek,
California
|
$124K
|
+$121K
|
+10,100
|
New
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$49K
|
–
|
–
|
–
|
|
|
14
|
WESPAC Advisors SoCal
Pasadena,
California
|
$34.4K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
-$10.4K
|
-866
|
-28%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$24K
|
+$23.6K
|
+1,968
|
New
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
+$7.54K
|
+628
|
New
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$174K
|
-14,795
|
Closed
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
–
|
-$151K
|
-12,884
|
Closed
|
|
|
21
|
American International Group
New York
|
–
|
-$7K
|
-628
|
Closed
|
|
