|
1
|
|
$16.6M
|
+$292K
|
+5,324
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$2.56M
|
+46,584
|
+20%
|
|
|
3
|
|
$5.82M
|
-$518K
|
-9,432
|
-8%
|
|
|
4
|
|
$4.92M
|
+$1.45M
|
+26,440
|
+41%
|
|
|
5
|
Bailard
Foster City,
California
|
$4.25M
|
+$1.39M
|
+25,274
|
+47%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.46M
|
-$1.33M
|
-24,222
|
-28%
|
|
|
7
|
|
$3.02M
|
-$2.46M
|
-44,832
|
-45%
|
|
|
8
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.95M
|
-$48.1K
|
-876
|
-2%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$2.92M
|
+$502K
|
+9,144
|
+21%
|
|
|
10
|
Parkside Advisors
Berkeley,
California
|
$2.78M
|
+$2.8M
|
+51,070
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.31M
|
-$693K
|
-12,628
|
-34%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$955K
|
+$964K
|
+17,558
|
New
|
|
|
13
|
Barclays
London,
United Kingdom
|
$941K
|
+$105K
|
+1,916
|
+12%
|
|
|
14
|
BB&T Securities
Richmond,
Virginia
|
$936K
|
-$871K
|
-15,868
|
-48%
|
|
|
15
|
Placemark Investments
Chicago,
Illinois
|
$918K
|
-$24.3K
|
-442
|
-3%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$672K
|
-$40.1K
|
-730
|
-6%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$615K
|
-$488K
|
-8,880
|
-44%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$586K
|
–
|
–
|
–
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$563K
|
+$568K
|
+10,346
|
New
|
|
|
20
|
BlackRock Investment Management
Wilmington,
Delaware
|
$468K
|
–
|
–
|
–
|
|
|
21
|
Bank of New York Mellon
New York
|
$427K
|
+$431K
|
+7,850
|
New
|
|
|
22
|
Bank of Stockton
Stockton,
California
|
$402K
|
-$44.5K
|
-810
|
-10%
|
|
|
23
|
Brighton Jones LLC
Seattle,
Washington
|
$373K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$336K
|
-$9.34K
|
-170
|
-3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$307K
|
-$4.27M
|
-77,828
|
-93%
|
|
