|
1
|
Fisher Asset Management
Camas,
Washington
|
$33.1M
|
-$14.9M
|
-282,004
|
-32%
|
|
|
2
|
|
$846K
|
+$413K
|
+7,809
|
+104%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$272K
|
–
|
–
|
–
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$184K
|
+$74.1K
|
+1,402
|
+73%
|
|
|
5
|
New England Securities
New York
|
$122K
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$110K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$107K
|
-$300K
|
-5,677
|
-75%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$106K
|
–
|
–
|
–
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$76K
|
+$46.5K
|
+879
|
+179%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$55K
|
–
|
–
|
–
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$53K
|
-$52.9K
|
-1,000
|
-51%
|
|
|
12
|
|
$33K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29K
|
+$27.9K
|
+528
|
New
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13K
|
+$12.6K
|
+238
|
New
|
|
|
16
|
Gary Goldberg Planning Services
Suffern,
New York
|
$2K
|
–
|
–
|
–
|
|
|
17
|
|
$1K
|
–
|
–
|
–
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$180K
|
-3,500
|
Closed
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$156K
|
-3,038
|
Closed
|
|
|
20
|
Security National Trust
Wheeling,
West Virginia
|
–
|
-$70K
|
-1,353
|
Closed
|
|
|
21
|
Apriem Advisors
Irvine,
California
|
–
|
-$33K
|
-648
|
Closed
|
|
|
22
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
+$53
|
+1
|
New
|
|
