|
1
|
|
$21.8M
|
-$7.11M
|
-320,384
|
-25%
|
|
|
2
|
|
$3.56M
|
-$369K
|
-16,636
|
-10%
|
|
|
3
|
Whittier Trust
South Pasadena,
California
|
$2.67M
|
-$415K
|
-18,690
|
-14%
|
|
|
4
|
Credit Suisse
Zurich,
Switzerland
|
$2.06M
|
+$549K
|
+24,741
|
+38%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
-$942K
|
-42,445
|
-37%
|
|
|
6
|
|
$1.48M
|
+$1.44M
|
+65,063
|
+130,126%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$714K
|
+$375K
|
+16,889
|
+116%
|
|
|
8
|
Comerica Bank
Dallas,
Texas
|
$546K
|
-$466K
|
-21,000
|
-47%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$538K
|
-$63.6K
|
-2,864
|
-11%
|
|
|
10
|
Curian Capital
Denver,
Colorado
|
$466K
|
+$41.9K
|
+1,886
|
+10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$453K
|
+$126K
|
+5,678
|
+40%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$422K
|
-$111K
|
-5,016
|
-21%
|
|
|
13
|
BlackRock Institutional Trust
San Francisco,
California
|
$223K
|
+$217K
|
+9,784
|
New
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$222K
|
+$49K
|
+2,207
|
+29%
|
|
|
15
|
Laidlaw Group
Bedford Hills,
New York
|
$206K
|
+$201K
|
+9,040
|
New
|
|
|
16
|
Barclays
London,
United Kingdom
|
$176K
|
-$152K
|
-6,850
|
-46%
|
|
|
17
|
Efficient Market Advisors
San Diego,
California
|
$68K
|
–
|
–
|
–
|
|
|
18
|
Partnervest Advisory Services
Santa Barbara,
California
|
$7K
|
–
|
–
|
–
|
|
|
19
|
American International Group
New York
|
$4.55K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$5.42M
|
-243,475
|
Closed
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$295K
|
-13,262
|
Closed
|
|
|
22
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$106K
|
-4,749
|
Closed
|
|
