|
1
|
|
$20.7M
|
+$592K
|
+24,518
|
+3%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.07M
|
+$4.07M
|
+168,820
|
New
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$3.58M
|
+$65.3K
|
+2,706
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.52M
|
+$516K
|
+21,387
|
+17%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.81M
|
+$541K
|
+22,420
|
+24%
|
|
|
6
|
Whittier Trust
South Pasadena,
California
|
$1.93M
|
-$415K
|
-17,193
|
-18%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.43M
|
+$386K
|
+15,988
|
+37%
|
|
|
8
|
|
$989K
|
+$111K
|
+4,596
|
+13%
|
|
|
9
|
Virtu KCG Holdings
New York
|
$831K
|
+$832K
|
+34,473
|
New
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$696K
|
-$9.77K
|
-405
|
-1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$646K
|
+$25.9K
|
+1,074
|
+4%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$473K
|
+$180K
|
+7,457
|
+61%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$411K
|
+$14.5K
|
+600
|
+4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$259K
|
+$1.01K
|
+42
|
+0.4%
|
|
|
15
|
Laidlaw Group
Bedford Hills,
New York
|
$256K
|
+$38.1K
|
+1,580
|
+17%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$145K
|
+$724
|
+30
|
+0.5%
|
|
|
17
|
|
$124K
|
-$26.5K
|
-1,100
|
-18%
|
|
|
18
|
Gupta Wealth Management
San Diego,
California
|
$96K
|
+$96.5K
|
+4,000
|
New
|
|
|
19
|
Efficient Market Advisors
San Diego,
California
|
$72K
|
–
|
–
|
–
|
|
|
20
|
American International Group
New York
|
$65.1K
|
-$83.4K
|
-3,455
|
-56%
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$33K
|
+$33.2K
|
+1,377
|
New
|
|
