|
1
|
|
$21.6M
|
-$1.7M
|
-72,989
|
-7%
|
|
|
2
|
|
$3.76M
|
+$416K
|
+17,877
|
+13%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$2.82M
|
+$313K
|
+13,467
|
+13%
|
|
|
4
|
Whittier Trust
South Pasadena,
California
|
$2.28M
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.1M
|
+$663K
|
+28,513
|
+46%
|
|
|
6
|
|
$1.03M
|
-$237K
|
-10,173
|
-19%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$775K
|
-$805K
|
-34,618
|
-51%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$480K
|
+$184K
|
+7,929
|
+63%
|
|
|
9
|
|
$399K
|
+$99K
|
+4,254
|
+33%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$300K
|
-$42.2K
|
-1,813
|
-12%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$298K
|
+$296K
|
+12,731
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$276K
|
-$931
|
-40
|
-0.3%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$269K
|
+$92.6K
|
+3,980
|
+53%
|
|
|
14
|
First Allied Advisory Services
San Diego,
California
|
$250K
|
+$4.72K
|
+203
|
+2%
|
|
|
15
|
Laidlaw Group
Bedford Hills,
New York
|
$212K
|
–
|
–
|
–
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$134K
|
+$133K
|
+5,725
|
New
|
|
|
17
|
American International Group
New York
|
$115K
|
+$58.2K
|
+2,500
|
+104%
|
|
|
18
|
Efficient Market Advisors
San Diego,
California
|
$70K
|
–
|
–
|
–
|
|
|
19
|
BlackRock Institutional Trust
San Francisco,
California
|
$53K
|
-$73.3K
|
-3,150
|
-58%
|
|
|
20
|
Barclays
London,
United Kingdom
|
$43K
|
-$11.1K
|
-475
|
-20%
|
|
|
21
|
Partnervest Advisory Services
Santa Barbara,
California
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$476K
|
-20,786
|
Closed
|
|
|
23
|
Bluefin Capital Management
New York
|
–
|
-$400K
|
-17,612
|
Closed
|
|
