|
1
|
|
$2.75M
|
+$608K
|
+66,486
|
+28%
|
|
|
2
|
|
$2.48M
|
+$203K
|
+22,222
|
+9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
-$172K
|
-18,779
|
-10%
|
|
|
4
|
|
$1.45M
|
+$428K
|
+46,793
|
+42%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$970K
|
+$307K
|
+33,638
|
+47%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$895K
|
+$175K
|
+19,184
|
+24%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$443K
|
+$29.5K
|
+3,225
|
+7%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$329K
|
+$192K
|
+21,000
|
+140%
|
|
|
9
|
City National Bank
Beverly Hills,
Delaware
|
$318K
|
+$46K
|
+5,038
|
+17%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$297K
|
-$11.6K
|
-1,274
|
-4%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$253K
|
+$252K
|
+27,608
|
New
|
|
|
12
|
First American Trust
Santa Ana,
California
|
$217K
|
+$217K
|
+23,747
|
New
|
|
|
13
|
Montecito Bank & Trust
Santa Barbara,
California
|
$174K
|
–
|
–
|
–
|
|
|
14
|
Virtu KCG Holdings
New York
|
$156K
|
+$156K
|
+17,029
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135K
|
-$21.4K
|
-2,340
|
-14%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$122K
|
–
|
–
|
–
|
|
|
17
|
|
$112K
|
–
|
–
|
–
|
|
|
18
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$91.5K
|
–
|
–
|
–
|
|
|
19
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$91K
|
–
|
–
|
–
|
|
|
20
|
|
$55K
|
+$40.8K
|
+4,464
|
+293%
|
|
|
21
|
Windsor Capital Management
Phoenix,
Arizona
|
$33K
|
+$2.06K
|
+225
|
+7%
|
|
|
22
|
Partnervest Advisory Services
Santa Barbara,
California
|
$15K
|
+$192
|
+21
|
+1%
|
|
|
23
|
Efficient Market Advisors
San Diego,
California
|
$9K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$3.66K
|
+400
|
New
|
|
