|
1
|
First Foundation Advisors
Irvine,
California
|
$3.52M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.52M
|
+$3.51M
|
+334,144
|
New
|
|
|
3
|
|
$3.4M
|
+$527K
|
+50,187
|
+18%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$2.95M
|
+$4.63K
|
+441
|
+0.2%
|
|
|
5
|
|
$2.05M
|
-$68.6K
|
-6,528
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$939K
|
-$384K
|
-36,525
|
-29%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$751K
|
+$207K
|
+19,753
|
+38%
|
|
|
8
|
City National Bank
Beverly Hills,
Delaware
|
$627K
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$515K
|
-$269K
|
-25,631
|
-34%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$433K
|
+$122K
|
+11,630
|
+39%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$342K
|
–
|
–
|
–
|
|
|
12
|
Montecito Bank & Trust
Santa Barbara,
California
|
$189K
|
–
|
–
|
–
|
|
|
13
|
Efficient Market Advisors
San Diego,
California
|
$118K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$112K
|
+$112K
|
+10,625
|
New
|
|
|
15
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$105K
|
–
|
–
|
–
|
|
|
16
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$105K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
–
|
–
|
–
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$75K
|
-$10.3K
|
-981
|
-12%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$63K
|
–
|
–
|
–
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$49K
|
–
|
–
|
–
|
|
|
21
|
|
$39K
|
-$23.1K
|
-2,200
|
-37%
|
|
|
22
|
|
$21K
|
+$5.07K
|
+483
|
+32%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$15K
|
+$14.7K
|
+1,400
|
New
|
|
|
24
|
Pacific Financial Group
Bellevue,
Washington
|
$11K
|
+$10.5K
|
+1,000
|
New
|
|
|
25
|
American International Group
New York
|
$10.5K
|
–
|
–
|
–
|
|
