|
1
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
+$427K
|
+11,136
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.01M
|
-$492K
|
-12,827
|
-5%
|
|
|
3
|
|
$6.32M
|
-$914K
|
-23,857
|
-12%
|
|
|
4
|
Clal Insurance
Tel-Aviv,
Israel
|
$5.25M
|
+$5.32M
|
+138,700
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.04M
|
-$4.59M
|
-119,882
|
-47%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.75M
|
+$393K
|
+10,251
|
+16%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
+$48.6K
|
+1,269
|
+2%
|
|
|
8
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.77M
|
–
|
–
|
–
|
|
|
9
|
Telos Capital Management
San Diego,
California
|
$1.66M
|
+$189K
|
+4,927
|
+13%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.64M
|
-$101K
|
-2,628
|
-6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.49M
|
+$40.3K
|
+1,052
|
+3%
|
|
|
12
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.37M
|
-$1.72K
|
-45
|
-0.1%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.34M
|
-$640K
|
-16,711
|
-32%
|
|
|
14
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$975K
|
–
|
–
|
–
|
|
|
15
|
Old National Bancorp
Evansville,
Indiana
|
$964K
|
-$50.7K
|
-1,322
|
-5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$874K
|
+$202K
|
+5,273
|
+30%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$523K
|
–
|
–
|
–
|
|
|
18
|
Bank of New York Mellon
New York
|
$434K
|
+$103K
|
+2,700
|
+31%
|
|
|
19
|
GHP Investment Advisors
Denver,
Colorado
|
$396K
|
+$103K
|
+2,677
|
+34%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$380K
|
+$385K
|
+10,038
|
New
|
|
|
21
|
Rand Wealth
Baltimore,
Maryland
|
$345K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$338K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$300K
|
-$52K
|
-1,358
|
-15%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$274K
|
-$8.24K
|
-215
|
-3%
|
|
|
25
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$247K
|
–
|
–
|
–
|
|
