|
1
|
|
$9.5M
|
+$102K
|
+7,822
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.27M
|
+$950K
|
+72,753
|
+15%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$5.78M
|
+$143K
|
+10,967
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.05M
|
+$90.7K
|
+6,943
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.03M
|
-$628K
|
-48,075
|
-17%
|
|
|
6
|
|
$2.81M
|
+$291K
|
+22,270
|
+11%
|
|
|
7
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.53M
|
+$209K
|
+15,971
|
+9%
|
|
|
8
|
First Foundation Advisors
Irvine,
California
|
$2.37M
|
+$743K
|
+56,891
|
+44%
|
|
|
9
|
City of London Investment Management
London,
United Kingdom
|
$1.23M
|
+$530K
|
+40,596
|
+73%
|
|
|
10
|
Wedbush Securities
Los Angeles,
California
|
$1.21M
|
-$122K
|
-9,334
|
-9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$874K
|
-$20.3K
|
-1,551
|
-2%
|
|
|
12
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$845K
|
+$235K
|
+17,999
|
+38%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$843K
|
-$3.26K
|
-250
|
-0.4%
|
|
|
14
|
Advisors Asset Management
Monument,
Colorado
|
$839K
|
-$191K
|
-14,611
|
-18%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$760K
|
+$4.31K
|
+330
|
+0.6%
|
|
|
16
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$700K
|
+$713K
|
+54,590
|
New
|
|
|
17
|
RB Capital Management
Reno,
Nevada
|
$555K
|
+$67.9K
|
+5,200
|
+13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$506K
|
-$13K
|
-996
|
-2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$413K
|
+$420K
|
+32,183
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$375K
|
+$49.6K
|
+3,800
|
+15%
|
|
|
21
|
OTA Financial Group
Purchase,
New York
|
$339K
|
+$346K
|
+26,495
|
New
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$335K
|
+$78.4K
|
+6,000
|
+30%
|
|
|
23
|
Shamrock Asset Management
Dallas,
Texas
|
$331K
|
-$11.4K
|
-875
|
-3%
|
|
|
24
|
Golden State Wealth Management
Santa Ana,
California
|
$289K
|
+$142K
|
+10,846
|
+93%
|
|
|
25
|
Edge Wealth Management
New York
|
$270K
|
–
|
–
|
–
|
|
