|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.03M
|
-$904K
|
-55,607
|
-15%
|
|
|
2
|
|
$4.74M
|
+$109K
|
+6,696
|
+2%
|
|
|
3
|
|
$3.88M
|
-$3.24M
|
-199,441
|
-46%
|
|
|
4
|
|
$2.46M
|
+$273K
|
+16,810
|
+13%
|
|
|
5
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.5M
|
+$1.48M
|
+91,300
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.45M
|
+$169K
|
+10,400
|
+13%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.25M
|
-$44.6K
|
-2,743
|
-3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.15M
|
+$69.8K
|
+4,293
|
+6%
|
|
|
9
|
NWAM LLC
Mercer Island,
Washington
|
$1.13M
|
+$274K
|
+16,867
|
+32%
|
|
|
10
|
Lehman Financial Resources
Media,
Pennsylvania
|
$706K
|
+$475K
|
+29,200
|
+210%
|
|
|
11
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$549K
|
-$106K
|
-6,500
|
-16%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$475K
|
+$32.7K
|
+2,010
|
+7%
|
|
|
13
|
Cambridge Trust
Cambridge,
Massachusetts
|
$360K
|
–
|
–
|
–
|
|
|
14
|
First Horizon Advisors
Memphis,
Tennessee
|
$312K
|
-$273K
|
-16,800
|
-47%
|
|
|
15
|
Smith, Moore & Co
Clayton,
Missouri
|
$291K
|
+$289K
|
+17,783
|
New
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$229K
|
-$47.8K
|
-2,942
|
-17%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$215K
|
+$31.4K
|
+1,934
|
+17%
|
|
|
18
|
CIBC Bank USA
Chicago,
Illinois
|
$193K
|
–
|
–
|
–
|
|
|
19
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$190K
|
+$191K
|
+11,750
|
New
|
|
|
20
|
VanEck Associates
New York
|
$163K
|
+$34.3K
|
+2,110
|
+27%
|
|
|
21
|
Evercore Wealth Management
New York
|
$63K
|
–
|
–
|
–
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
$50K
|
+$49.6K
|
+3,048
|
New
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$38K
|
–
|
–
|
–
|
|
|
24
|
Palladium Partners
Norfolk,
Virginia
|
$38K
|
+$37.4K
|
+2,300
|
New
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$33K
|
+$1.63K
|
+100
|
+5%
|
|
