|
1
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
+$1M
|
+94,587
|
+28%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$3.6M
|
+$36K
|
+3,400
|
+1%
|
|
|
3
|
|
$3.12M
|
-$322K
|
-30,393
|
-9%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$2.65M
|
-$338K
|
-31,905
|
-11%
|
|
|
5
|
|
$2.22M
|
+$144K
|
+13,580
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.09M
|
+$139K
|
+13,146
|
+15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.01M
|
+$251K
|
+23,710
|
+33%
|
|
|
8
|
City National Bank
Beverly Hills,
Delaware
|
$635K
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$481K
|
-$40.9K
|
-3,855
|
-8%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$438K
|
–
|
–
|
–
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$346K
|
–
|
–
|
–
|
|
|
12
|
Montecito Bank & Trust
Santa Barbara,
California
|
$192K
|
–
|
–
|
–
|
|
|
13
|
Efficient Market Advisors
San Diego,
California
|
$120K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$113K
|
+$106
|
+10
|
+0.1%
|
|
|
15
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$107K
|
–
|
–
|
–
|
|
|
16
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$107K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94K
|
–
|
–
|
–
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$80K
|
+$79.5K
|
+7,500
|
New
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$50K
|
–
|
–
|
–
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$45K
|
-$31.2K
|
-2,939
|
-41%
|
|
|
21
|
|
$39K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$36K
|
+$21.2K
|
+2,000
|
+143%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$32K
|
-$31.8K
|
-3,000
|
-50%
|
|
|
24
|
American International Group
New York
|
$22.1K
|
+$11.4K
|
+1,075
|
+108%
|
|
|
25
|
|
$17K
|
-$4.5K
|
-425
|
-21%
|
|
