|
1
|
First Foundation Advisors
Irvine,
California
|
$3.46M
|
–
|
–
|
–
|
|
|
2
|
|
$2.99M
|
+$350K
|
+34,381
|
+13%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$2.9M
|
+$283K
|
+27,818
|
+11%
|
|
|
4
|
|
$2.82M
|
+$439K
|
+43,102
|
+19%
|
|
|
5
|
|
$2.08M
|
+$303K
|
+29,739
|
+17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.3M
|
-$198K
|
-19,443
|
-13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$770K
|
+$36.2K
|
+3,555
|
+5%
|
|
|
8
|
City National Bank
Beverly Hills,
Delaware
|
$616K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$537K
|
+$14.7K
|
+1,448
|
+3%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$336K
|
–
|
–
|
–
|
|
|
11
|
Virtu KCG Holdings
New York
|
$321K
|
+$316K
|
+31,023
|
New
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$305K
|
+$73.8K
|
+7,250
|
+33%
|
|
|
13
|
Montecito Bank & Trust
Santa Barbara,
California
|
$186K
|
–
|
–
|
–
|
|
|
14
|
Efficient Market Advisors
San Diego,
California
|
$116K
|
–
|
–
|
–
|
|
|
15
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$103K
|
–
|
–
|
–
|
|
|
16
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$103K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92K
|
–
|
–
|
–
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$84K
|
+$9.72K
|
+955
|
+13%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$62K
|
-$172K
|
-16,938
|
-74%
|
|
|
20
|
|
$61K
|
-$4.07K
|
-400
|
-6%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$48K
|
–
|
–
|
–
|
|
|
22
|
|
$16K
|
-$10K
|
-983
|
-40%
|
|
|
23
|
American International Group
New York
|
$10.3K
|
–
|
–
|
–
|
|
|
24
|
New England Securities
New York
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$10K
|
-1,000
|
Closed
|
|
