|
1
|
UBS Group
Zurich,
Switzerland
|
$4.11M
|
-$223K
|
-21,570
|
-5%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$2.71M
|
+$524K
|
+50,537
|
+24%
|
|
|
3
|
|
$2.58M
|
-$464K
|
-44,783
|
-16%
|
|
|
4
|
|
$2.56M
|
+$298K
|
+28,788
|
+13%
|
|
|
5
|
First Foundation Advisors
Irvine,
California
|
$2.51M
|
-$673K
|
-64,941
|
-21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$889K
|
+$30.5K
|
+2,945
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$784K
|
-$82.9K
|
-7,999
|
-10%
|
|
|
8
|
City National Bank
Beverly Hills,
Delaware
|
$626K
|
–
|
–
|
–
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$455K
|
+$20.7K
|
+2,000
|
+5%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$401K
|
+$120K
|
+11,583
|
+44%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$377K
|
-$90.1K
|
-8,693
|
-20%
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$343K
|
–
|
–
|
–
|
|
|
13
|
Montecito Bank & Trust
Santa Barbara,
California
|
$190K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$186K
|
+$52.1K
|
+5,031
|
+40%
|
|
|
15
|
Virtu KCG Holdings
New York
|
$177K
|
+$173K
|
+16,741
|
New
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$132K
|
+$51.8K
|
+5,000
|
+67%
|
|
|
17
|
Efficient Market Advisors
San Diego,
California
|
$119K
|
–
|
–
|
–
|
|
|
18
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$106K
|
–
|
–
|
–
|
|
|
19
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$106K
|
–
|
–
|
–
|
|
|
20
|
Windsor Capital Management
Phoenix,
Arizona
|
$64K
|
+$63.1K
|
+6,088
|
New
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$49K
|
–
|
–
|
–
|
|
|
22
|
|
$39K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
–
|
–
|
–
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$34K
|
–
|
–
|
–
|
|
|
25
|
|
$16K
|
–
|
–
|
–
|
|
