|
1
|
First Foundation Advisors
Irvine,
California
|
$3.38M
|
+$3.31M
|
+334,517
|
New
|
|
|
2
|
|
$2.58M
|
+$210K
|
+21,214
|
+9%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.54M
|
+$205K
|
+20,753
|
+9%
|
|
|
4
|
|
$2.32M
|
-$213K
|
-21,542
|
-9%
|
|
|
5
|
|
$1.74M
|
+$76.2K
|
+7,704
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.47M
|
-$646K
|
-65,279
|
-31%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$717K
|
-$204K
|
-20,606
|
-22%
|
|
|
8
|
City National Bank
Beverly Hills,
Delaware
|
$601K
|
+$295K
|
+29,842
|
+100%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$506K
|
+$14.6K
|
+1,471
|
+3%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$328K
|
–
|
–
|
–
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$232K
|
-$129K
|
-13,062
|
-36%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$224K
|
+$12.4K
|
+1,250
|
+6%
|
|
|
13
|
Montecito Bank & Trust
Santa Barbara,
California
|
$182K
|
-$10.4K
|
-1,054
|
-6%
|
|
|
14
|
Efficient Market Advisors
San Diego,
California
|
$114K
|
–
|
–
|
–
|
|
|
15
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$101K
|
–
|
–
|
–
|
|
|
16
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$101K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89K
|
–
|
–
|
–
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$72K
|
–
|
–
|
–
|
|
|
19
|
|
$64K
|
-$11.9K
|
-1,200
|
-16%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$47K
|
+$46.4K
|
+4,688
|
New
|
|
|
21
|
|
$25K
|
-$2.25K
|
-227
|
-8%
|
|
|
22
|
American International Group
New York
|
$10.1K
|
+$9.89K
|
+1,000
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
24
|
New England Securities
New York
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$990
|
+100
|
+233%
|
|
