|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.32M
|
+$4.44M
|
+32,957
|
+103%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.26M
|
+$3.59M
|
+26,680
|
+70%
|
|
|
3
|
|
$6.4M
|
+$6.73M
|
+50,000
|
New
|
|
|
4
|
|
$5.77M
|
-$98.1K
|
-728
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$5.68M
|
-$228K
|
-1,692
|
-4%
|
|
|
6
|
Murphy Capital Management
Bedminster,
New Jersey
|
$4.49M
|
-$198K
|
-1,470
|
-4%
|
|
|
7
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$2.81M
|
-$308K
|
-2,286
|
-9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.26M
|
+$646K
|
+4,797
|
+37%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$1.97M
|
+14,650
|
New
|
|
|
10
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.85M
|
+$40.1K
|
+298
|
+2%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.81M
|
+$199K
|
+1,477
|
+12%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.74M
|
+$1.83M
|
+13,555
|
New
|
|
|
13
|
Rockefeller Capital Management
New York
|
$1.46M
|
+$5.66K
|
+42
|
+0.4%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.36M
|
-$564K
|
-4,190
|
-28%
|
|
|
15
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$1.15M
|
-$9.43K
|
-70
|
-0.8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
-$29.9K
|
-222
|
-2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$988K
|
+$3.37K
|
+25
|
+0.3%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$780K
|
–
|
–
|
–
|
|
|
19
|
Pacific Sun Financial
Los Angeles,
California
|
$771K
|
-$16.8K
|
-125
|
-2%
|
|
|
20
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$768K
|
–
|
–
|
–
|
|
|
21
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$768K
|
–
|
–
|
–
|
|
|
22
|
Institute for Wealth Management
Denver,
Colorado
|
$764K
|
+$13.9K
|
+103
|
+2%
|
|
|
23
|
Aspiriant LLC
Los Angeles,
California
|
$673K
|
-$120K
|
-892
|
-14%
|
|
|
24
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$670K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$666K
|
+$539K
|
+4,000
|
+333%
|
|
