|
1
|
First Foundation Advisors
Irvine,
California
|
$7.62M
|
+$499K
|
+45,426
|
+7%
|
|
|
2
|
Horizon Kinetics
New York
|
$5.5M
|
+$575K
|
+52,359
|
+11%
|
|
|
3
|
American International Group
New York
|
$2.97M
|
+$401K
|
+36,510
|
+15%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$1.74M
|
-$318K
|
-28,938
|
-15%
|
|
|
5
|
|
$297K
|
-$63.8K
|
-5,807
|
-17%
|
|
|
6
|
National Planning Corporation
El Segundo,
California
|
$279K
|
-$29.7K
|
-2,702
|
-9%
|
|
|
7
|
MSI Financial Services
Springfield,
Massachusetts
|
$151K
|
-$29.2K
|
-2,660
|
-16%
|
|
|
8
|
Benchmark Capital Advisors
New York
|
$132K
|
–
|
–
|
–
|
|
|
9
|
|
$89K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$75K
|
-$3.12K
|
-284
|
-4%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$75K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$22K
|
+$23K
|
+2,092
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$21K
|
-$71.4K
|
-6,500
|
-76%
|
|
|
14
|
|
$20K
|
+$20.5K
|
+1,865
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$18K
|
+$11
|
+1
|
+0.1%
|
|
|
16
|
Glassman Wealth Services
Vienna,
Virginia
|
$11K
|
+$11K
|
+1,000
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
18
|
Apriem Advisors
Irvine,
California
|
$6K
|
+$6.55K
|
+596
|
New
|
|
|
19
|
Saturna Capital
Bellingham,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Barclays
London,
United Kingdom
|
$1K
|
+$1.02K
|
+93
|
New
|
|
|
22
|
AQR Capital Management
Greenwich,
Connecticut
|
–
|
-$231K
|
-20,821
|
Closed
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$23K
|
-2,095
|
Closed
|
|
