|
1
|
|
$20M
|
–
|
–
|
–
|
|
|
2
|
|
$11.7M
|
-$2.7M
|
-16,666
|
-19%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.67M
|
-$9.88M
|
-60,982
|
-51%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$9.36M
|
+$8.97M
|
+55,385
|
+2,343%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.21M
|
+$891K
|
+5,503
|
+14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.96M
|
+$402K
|
+2,483
|
+6%
|
|
|
7
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$5.64M
|
+$185K
|
+1,145
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.99M
|
-$1.15M
|
-7,076
|
-19%
|
|
|
9
|
Murphy Capital Management
Bedminster,
New Jersey
|
$4.99M
|
-$278K
|
-1,715
|
-5%
|
|
|
10
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$4.68M
|
+$1.85M
|
+11,442
|
+66%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.52M
|
+$1.68M
|
+10,352
|
+59%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$3.92M
|
-$36.6K
|
-226
|
-0.9%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.67M
|
+$2.47M
|
+15,235
|
+206%
|
|
|
14
|
Consolidated Investment Group
Englewood,
Colorado
|
$2.92M
|
+$2.92M
|
+18,000
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.45M
|
+$261K
|
+1,614
|
+12%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.1M
|
+$1.69M
|
+10,429
|
+413%
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$2.08M
|
-$281K
|
-1,735
|
-12%
|
|
|
18
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.02M
|
-$140K
|
-864
|
-6%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.86M
|
-$325K
|
-2,008
|
-15%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$1.85M
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.76M
|
-$178K
|
-1,100
|
-9%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.72M
|
+$696K
|
+4,295
|
+68%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.59M
|
-$17.7K
|
-109
|
-1%
|
|
|
24
|
Glenview Trust
Louisville,
Kentucky
|
$1.51M
|
–
|
–
|
–
|
|
|
25
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.5M
|
-$38.2K
|
-236
|
-2%
|
|
