|
1
|
|
$22.3M
|
+$379K
|
+16,079
|
+2%
|
|
|
2
|
|
$3.47M
|
-$341K
|
-14,462
|
-9%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$3.39M
|
+$517K
|
+21,904
|
+18%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.15M
|
+$1M
|
+42,520
|
+47%
|
|
|
5
|
Whittier Trust
South Pasadena,
California
|
$2.32M
|
–
|
–
|
–
|
|
|
6
|
|
$992K
|
-$56.6K
|
-2,398
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$874K
|
+$87K
|
+3,688
|
+11%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$695K
|
+$207K
|
+8,771
|
+43%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$620K
|
+$336K
|
+14,263
|
+121%
|
|
|
10
|
|
$577K
|
+$170K
|
+7,228
|
+42%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$390K
|
+$87K
|
+3,690
|
+29%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$293K
|
-$12K
|
-508
|
-4%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$275K
|
+$1.84K
|
+78
|
+0.7%
|
|
|
14
|
First Allied Advisory Services
San Diego,
California
|
$266K
|
+$13K
|
+550
|
+5%
|
|
|
15
|
Laidlaw Group
Bedford Hills,
New York
|
$215K
|
–
|
–
|
–
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$141K
|
+$140K
|
+5,943
|
New
|
|
|
17
|
American International Group
New York
|
$126K
|
+$9.91K
|
+420
|
+9%
|
|
|
18
|
Efficient Market Advisors
San Diego,
California
|
$71K
|
–
|
–
|
–
|
|
|
19
|
Barclays
London,
United Kingdom
|
$33K
|
-$11.2K
|
-473
|
-25%
|
|
|
20
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$134K
|
-5,725
|
Closed
|
|
|
21
|
BlackRock Institutional Trust
San Francisco,
California
|
–
|
-$53K
|
-2,266
|
Closed
|
|
|
22
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$2K
|
-100
|
Closed
|
|
