|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.69M
|
+$2.74M
|
+164,951
|
+54%
|
|
|
2
|
|
$5.02M
|
+$311K
|
+18,725
|
+6%
|
|
|
3
|
|
$2.54M
|
+$94K
|
+5,670
|
+4%
|
|
|
4
|
|
$1.75M
|
-$2.15M
|
-129,626
|
-55%
|
|
|
5
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.62M
|
+$133K
|
+8,000
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.19M
|
-$49.5K
|
-2,983
|
-4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.16M
|
+$11.4K
|
+686
|
+1%
|
|
|
8
|
NWAM LLC
Mercer Island,
Washington
|
$1.13M
|
+$5.62K
|
+339
|
+0.5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.06M
|
-$386K
|
-23,260
|
-26%
|
|
|
10
|
Lehman Financial Resources
Media,
Pennsylvania
|
$1.06M
|
+$363K
|
+21,885
|
+51%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$437K
|
-$36.9K
|
-2,223
|
-8%
|
|
|
12
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$363K
|
-$187K
|
-11,250
|
-34%
|
|
|
13
|
Cambridge Trust
Cambridge,
Massachusetts
|
$358K
|
–
|
–
|
–
|
|
|
14
|
Smith, Moore & Co
Clayton,
Missouri
|
$322K
|
+$33.2K
|
+2,000
|
+11%
|
|
|
15
|
First Horizon Advisors
Memphis,
Tennessee
|
$262K
|
-$51.9K
|
-3,129
|
-16%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$196K
|
-$18.9K
|
-1,142
|
-9%
|
|
|
17
|
CIBC Bank USA
Chicago,
Illinois
|
$192K
|
–
|
–
|
–
|
|
|
18
|
VanEck Associates
New York
|
$175K
|
+$13.8K
|
+831
|
+8%
|
|
|
19
|
Evercore Wealth Management
New York
|
$62K
|
–
|
–
|
–
|
|
|
20
|
Avior Wealth Management
Omaha,
Nebraska
|
$50K
|
+$182
|
+11
|
+0.4%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$48K
|
+$15K
|
+904
|
+45%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$38K
|
–
|
–
|
–
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$24K
|
–
|
–
|
–
|
|
|
24
|
American International Group
New York
|
$21.7K
|
–
|
–
|
–
|
|
|
25
|
Thompson Davis & Co
Richmond,
Virginia
|
$16K
|
+$66
|
+4
|
+0.4%
|
|
