|
1
|
|
$12.2M
|
-$8.08M
|
-340,552
|
-40%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$10.8M
|
+$6.83M
|
+287,648
|
+170%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$3.45M
|
-$49.9K
|
-2,105
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.13M
|
-$317K
|
-13,367
|
-9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.05M
|
+$303K
|
+12,750
|
+11%
|
|
|
6
|
Whittier Trust
South Pasadena,
California
|
$1.77M
|
-$127K
|
-5,335
|
-7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.41M
|
+$783K
|
+32,980
|
+123%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
-$113K
|
-4,756
|
-8%
|
|
|
9
|
Virtu KCG Holdings
New York
|
$788K
|
-$26.2K
|
-1,103
|
-3%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$477K
|
+$14.1K
|
+593
|
+3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$423K
|
+$21.4K
|
+900
|
+5%
|
|
|
12
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$420K
|
+$422K
|
+17,783
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$321K
|
+$323K
|
+13,599
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$305K
|
+$50.6K
|
+2,132
|
+20%
|
|
|
15
|
Laidlaw Group
Bedford Hills,
New York
|
$251K
|
–
|
–
|
–
|
|
|
16
|
North Star Investment Management
Chicago,
Illinois
|
$248K
|
+$249K
|
+10,500
|
New
|
|
|
17
|
Avalon Capital Management
Port Of Redwood City,
California
|
$203K
|
+$204K
|
+8,600
|
New
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$166K
|
+$135K
|
+5,672
|
+412%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$135K
|
-$7.12K
|
-300
|
-5%
|
|
|
20
|
|
$118K
|
-$3.63K
|
-153
|
-3%
|
|
|
21
|
Gupta Wealth Management
San Diego,
California
|
$94K
|
–
|
–
|
–
|
|
|
22
|
Efficient Market Advisors
San Diego,
California
|
$71K
|
–
|
–
|
–
|
|
|
23
|
American International Group
New York
|
$63.8K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$989K
|
-41,008
|
Closed
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$696K
|
-28,849
|
Closed
|
|
