|
1
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
-$183K
|
-17,499
|
-4%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$3.11M
|
-$370K
|
-35,369
|
-10%
|
|
|
3
|
|
$2.97M
|
-$42.1K
|
-4,028
|
-1%
|
|
|
4
|
|
$2.21M
|
+$59.9K
|
+5,727
|
+3%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$2.13M
|
-$438K
|
-41,847
|
-17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$848K
|
-$209K
|
-19,998
|
-20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$837K
|
-$143K
|
-13,668
|
-14%
|
|
|
8
|
City National Bank
Beverly Hills,
Delaware
|
$612K
|
-$1.49K
|
-142
|
-0.2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$457K
|
-$6.32K
|
-604
|
-1%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$438K
|
–
|
–
|
–
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$334K
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$271K
|
+$276K
|
+26,383
|
New
|
|
|
13
|
Montecito Bank & Trust
Santa Barbara,
California
|
$192K
|
–
|
–
|
–
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$152K
|
+$155K
|
+14,806
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$130K
|
+$20.7K
|
+1,979
|
+19%
|
|
|
16
|
|
$122K
|
+$125K
|
+11,903
|
New
|
|
|
17
|
Efficient Market Advisors
San Diego,
California
|
$116K
|
–
|
–
|
–
|
|
|
18
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$103K
|
–
|
–
|
–
|
|
|
19
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$103K
|
–
|
–
|
–
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$77K
|
–
|
–
|
–
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$48K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38K
|
-$54.1K
|
-5,171
|
-58%
|
|
|
23
|
|
$38K
|
–
|
–
|
–
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$33K
|
-$10.5K
|
-1,008
|
-24%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$31K
|
–
|
–
|
–
|
|
