|
1
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
+$2.3M
|
+59,514
|
+21%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.94M
|
-$342K
|
-8,855
|
-4%
|
|
|
3
|
|
$7.19M
|
+$682K
|
+17,656
|
+11%
|
|
|
4
|
|
$5.53M
|
+$5.48M
|
+141,870
|
New
|
|
|
5
|
Clal Insurance
Tel-Aviv,
Israel
|
$5.4M
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.22M
|
-$58.3K
|
-1,508
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.11M
|
+$271K
|
+7,013
|
+10%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.56M
|
+$25K
|
+646
|
+1%
|
|
|
9
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.02M
|
+$200K
|
+5,182
|
+11%
|
|
|
10
|
Bank of New York Mellon
New York
|
$1.9M
|
+$1.44M
|
+37,226
|
+325%
|
|
|
11
|
Telos Capital Management
San Diego,
California
|
$1.76M
|
+$42K
|
+1,088
|
+2%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.61M
|
-$68.6K
|
-1,775
|
-4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.59M
|
+$20.2K
|
+522
|
+1%
|
|
|
14
|
|
$1.45M
|
+$1.44M
|
+37,255
|
New
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.35M
|
+$1.1M
|
+28,352
|
+441%
|
|
|
16
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.3M
|
-$105K
|
-2,727
|
-8%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.28M
|
-$99.5K
|
-2,576
|
-7%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.27M
|
+$1.26M
|
+32,493
|
New
|
|
|
19
|
Old National Bancorp
Evansville,
Indiana
|
$973K
|
-$19.3K
|
-500
|
-2%
|
|
|
20
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$897K
|
-$106K
|
-2,740
|
-11%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$864K
|
-$36K
|
-933
|
-4%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$539K
|
–
|
–
|
–
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$451K
|
+$42.5K
|
+1,100
|
+11%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$355K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$344K
|
-$3.86K
|
-100
|
-1%
|
|
