|
1
|
|
$23.4M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.8M
|
+$17M
|
+88,226
|
+272%
|
|
|
3
|
|
$16.8M
|
+$3.63M
|
+18,838
|
+27%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7.66M
|
-$193
|
-1
|
-0%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.38M
|
+$1.08M
|
+5,593
|
+17%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.17M
|
-$1.8M
|
-9,351
|
-20%
|
|
|
7
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$6.38M
|
+$508K
|
+2,635
|
+8%
|
|
|
8
|
Murphy Capital Management
Bedminster,
New Jersey
|
$6.15M
|
-$144K
|
-748
|
-2%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$4.62M
|
-$91.4K
|
-474
|
-2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.32M
|
+$159K
|
+826
|
+5%
|
|
|
11
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.3M
|
+$1.41M
|
+7,325
|
+73%
|
|
|
12
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.87M
|
-$23.1K
|
-120
|
-0.8%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$2.76M
|
-$169K
|
-874
|
-6%
|
|
|
14
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.61M
|
+$2.65M
|
+13,769
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$2.55M
|
+$208K
|
+1,081
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
+$659K
|
+3,418
|
+34%
|
|
|
17
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.53M
|
+$9.64K
|
+50
|
+0.4%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.28M
|
+$523K
|
+2,710
|
+29%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.27M
|
+$617K
|
+3,200
|
+36%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$2.16M
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.88M
|
-$281K
|
-1,457
|
-13%
|
|
|
22
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.8M
|
-$15.6K
|
-81
|
-0.8%
|
|
|
23
|
Glenview Trust
Louisville,
Kentucky
|
$1.76M
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$1.59M
|
+$495K
|
+2,565
|
+44%
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$1.5M
|
+$77.7K
|
+403
|
+5%
|
|
